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 4-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 | $20,859 | $148,534-86.0% | $135,903-84.7% | $139,434-85.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 123.04% | 79.19%+43.8pp | 68.23%+54.8pp | 372.94%-249.9pp |
| Employer contribution / active EE | $2,066 | $5,243-60.6% | $4,856-57.5% | $4,751-56.5% |
| Participant deferral / active EE | $5,955 | $8,100-26.5% | $7,758-23.2% | $6,710-11.3% |
| Admin fee / account holder | $518 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |