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 | $66,862 | $183,519-63.6% | $155,509-57.0% | $145,922-54.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 28.06% | 61.17%-33.1pp | 64.67%-36.6pp | 561.29%-533.2pp |
| Employer contribution / active EE | $10,322 | $5,313+94.3% | $4,672+120.9% | $4,660+121.5% |
| Participant deferral / active EE | $4,800 | $6,462-25.7% | $5,626-14.7% | $6,688-28.2% |
| Admin fee / account holder | $2,610 | $19,313-86.5% | $15,912-83.6% | $13,397-80.5% |