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 | $15,614 | $105,126-85.1% | $94,646-83.5% | $139,434-88.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 26.53% | 38.03%-11.5pp | 156.71%-130.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $3,033 | $4,106-26.1% | $3,672-17.4% | $4,751-36.2% |
| Participant deferral / active EE | $4,899 | $7,599-35.5% | $7,418-34.0% | $6,710-27.0% |
| Admin fee / account holder | $2,317 | $8,984-74.2% | $7,231-68.0% | $11,403-79.7% |