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 | $25,601 | $172,111-85.1% | $150,298-83.0% | $137,256-81.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.43% | 69.37%-49.9pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,856 | $4,636+26.3% | $4,154+41.0% | $4,156+40.9% |
| Participant deferral / active EE | $4,993 | $6,166-19.0% | $5,453-8.4% | $6,407-22.1% |
| Admin fee / account holder | $698 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |