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 | $136,897 | $159,901-14.4% | $146,958-6.8% | $145,922-6.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 17.41% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,561 | $5,286-51.6% | $4,933-48.1% | $4,660-45.0% |
| Participant deferral / active EE | $6,113 | $8,428-27.5% | $8,070-24.2% | $6,688-8.6% |
| Admin fee / account holder | $4,052 | $15,044-73.1% | $12,998-68.8% | $13,397-69.8% |