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 | $22,535 | $165,984-86.4% | $164,813-86.3% | $145,922-84.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.93% | 100.03%-83.1pp | 69.93%-53.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,775 | $5,273-47.4% | $4,341-36.1% | $4,660-40.5% |
| Participant deferral / active EE | $8,466 | $6,959+21.6% | $6,031+40.4% | $6,688+26.6% |
| Admin fee / account holder | $1,709 | $16,648-89.7% | $12,690-86.5% | $13,397-87.2% |