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 5-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 | $29,121 | $159,934-81.8% | $147,005-80.2% | $145,959-80.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 24.82% | 98.24%-73.4pp | 418.76%-393.9pp | 561.95%-537.1pp |
| Employer contribution / active EE | $3,451 | $5,287-34.7% | $4,934-30.1% | $4,661-26.0% |
| Participant deferral / active EE | $5,161 | $8,427-38.8% | $8,070-36.0% | $6,689-22.8% |
| Admin fee / account holder | $2,901 | $15,053-80.7% | $13,006-77.7% | $13,398-78.3% |