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 | $43,994 | $96,305-54.3% | $80,569-45.4% | $139,434-68.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 14.32% | 1350.08%-1335.8pp | 935.43%-921.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,092 | $3,262-5.2% | $2,723+13.5% | $4,751-34.9% |
| Participant deferral / active EE | $4,896 | $5,232-6.4% | $4,447+10.1% | $6,710-27.0% |
| Admin fee / account holder | $1,339 | $6,599-79.7% | $5,377-75.1% | $11,403-88.3% |