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 | $21,393 | $105,126-79.7% | $94,646-77.4% | $139,434-84.7% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 25.70% | 38.03%-12.3pp | 156.71%-131.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $7,402 | $4,106+80.3% | $3,672+101.6% | $4,751+55.8% |
| Participant deferral / active EE | $11,317 | $7,599+48.9% | $7,418+52.6% | $6,710+68.7% |
| Admin fee / account holder | $5,533 | $8,984-38.4% | $7,231-23.5% | $11,403-51.5% |