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 | $59,730 | $210,648-71.6% | $177,989-66.4% | $145,922-59.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.00% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,745 | $4,565+25.9% | $3,949+45.5% | $4,660+23.3% |
| Participant deferral / active EE | $11,160 | $6,958+60.4% | $6,276+77.8% | $6,688+66.9% |
| Admin fee / account holder | $2,590 | $12,013-78.4% | $10,363-75.0% | $13,397-80.7% |