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 | $31,500 | $183,519-82.8% | $155,509-79.7% | $145,922-78.4% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 16.23% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,664 | $5,313+6.6% | $4,672+21.2% | $4,660+21.6% |
| Participant deferral / active EE | $6,031 | $6,462-6.7% | $5,626+7.2% | $6,688-9.8% |
| Admin fee / account holder | $1,359 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |