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 | $44,976 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.72% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,726 | $5,286+27.2% | $4,933+36.3% | $4,660+44.3% |
| Participant deferral / active EE | $8,436 | $8,428+0.1% | $8,070+4.5% | $6,688+26.1% |
| Admin fee / account holder | $5,421 | $15,044-64.0% | $12,998-58.3% | $13,397-59.5% |