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 | $49,851 | $159,934-68.8% | $147,005-66.1% | $145,959-65.8% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 15.51% | 98.24%-82.7pp | 418.76%-403.3pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,628 | $5,287-31.4% | $4,934-26.5% | $4,661-22.2% |
| Participant deferral / active EE | $14,531 | $8,427+72.4% | $8,070+80.1% | $6,689+117.3% |
| Admin fee / account holder | $4,843 | $15,053-67.8% | $13,006-62.8% | $13,398-63.9% |