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 | $46,261 | $148,534-68.9% | $135,903-66.0% | $139,434-66.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 38.89% | 79.19%-40.3pp | 68.23%-29.3pp | 372.94%-334.1pp |
| Employer contribution / active EE | $4,847 | $5,243-7.6% | $4,856-0.2% | $4,751+2.0% |
| Participant deferral / active EE | $8,479 | $8,100+4.7% | $7,758+9.3% | $6,710+26.4% |
| Admin fee / account holder | $4,319 | $12,400-65.2% | $10,762-59.9% | $11,403-62.1% |