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 6-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 | $25,907 | $159,934-83.8% | $147,005-82.4% | $145,959-82.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.45% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,986 | $5,287-62.4% | $4,934-59.7% | $4,661-57.4% |
| Participant deferral / active EE | $5,877 | $8,427-30.3% | $8,070-27.2% | $6,689-12.1% |
| Admin fee / account holder | $3,249 | $15,053-78.4% | $13,006-75.0% | $13,398-75.8% |