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 | $22,274 | $156,846-85.8% | $121,098-81.6% | $139,434-84.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 20.85% | 1474.56%-1453.7pp | 985.75%-964.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,158 | $5,536-61.0% | $4,164-48.2% | $4,751-54.6% |
| Participant deferral / active EE | $6,405 | $4,844+32.2% | $4,080+57.0% | $6,710-4.6% |
| Admin fee / account holder | $2,471 | $6,946-64.4% | $5,644-56.2% | $11,403-78.3% |