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 | $31,332 | $165,984-81.1% | $164,813-81.0% | $145,922-78.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 22.52% | 100.03%-77.5pp | 69.93%-47.4pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,225 | $5,273-57.8% | $4,341-48.7% | $4,660-52.2% |
| Participant deferral / active EE | $4,888 | $6,959-29.8% | $6,031-19.0% | $6,688-26.9% |
| Admin fee / account holder | $2,114 | $16,648-87.3% | $12,690-83.3% | $13,397-84.2% |