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 | $57,590 | $167,307-65.6% | $143,757-59.9% | $134,475-57.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 16435.90% | 0.46%+16435.4pp | -0.04%+16435.9pp | 417.96%+16017.9pp |
| Employer contribution / active EE | $1,186 | $5,619-78.9% | $4,951-76.0% | $4,740-75.0% |
| Participant deferral / active EE | $4,749 | $6,446-26.3% | $5,637-15.8% | $6,400-25.8% |
| Admin fee / account holder | $15,258 | $18,088-15.6% | $14,673+4.0% | $11,426+33.5% |