See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,165 | $132,634-87.1% | $115,768-85.2% | $137,256-87.5% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 19.89% | 160.70%-140.8pp | 100.46%-80.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,081 | $3,360-38.1% | $2,940-29.2% | $4,156-49.9% |
| Participant deferral / active EE | $3,332 | $5,619-40.7% | $4,917-32.2% | $6,407-48.0% |
| Admin fee / account holder | $2,671 | $15,028-82.2% | $12,439-78.5% | $12,270-78.2% |