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 | $23,543 | $93,571-74.8% | $135,903-82.7% | $75,163-68.7% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 176.31% | 30.90%+145.4pp | 68.23%+108.1pp | 160.62%+15.7pp |
| Employer contribution / active EE | $11,112 | $3,537+214.2% | $4,856+128.8% | $2,670+316.2% |
| Participant deferral / active EE | $8,871 | $6,404+38.5% | $7,758+14.4% | $4,125+115.1% |
| Admin fee / account holder | $3,261 | $6,975-53.2% | $10,762-69.7% | $5,651-42.3% |