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 | $19,057 | $123,909-84.6% | $69,647-72.6% | $145,922-86.9% |
| Participation rate | 91.7% | 69.2%+22.5pp | 66.5%+25.2pp | 80.3%+11.4pp |
| Annual return | 13.12% | 190.55%-177.4pp | 100.48%-87.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,666 | $2,682-0.6% | $1,712+55.7% | $4,660-42.8% |
| Participant deferral / active EE | $4,529 | $4,236+6.9% | $2,886+56.9% | $6,688-32.3% |
| Admin fee / account holder | $2,362 | $7,863-70.0% | $4,713-49.9% | $13,397-82.4% |