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 | $41,844 | $102,317-59.1% | $146,958-71.5% | $80,856-48.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 22.48% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $2,238 | $3,713-39.7% | $4,933-54.6% | $2,755-18.8% |
| Participant deferral / active EE | $5,388 | $6,644-18.9% | $8,070-33.2% | $4,296+25.4% |
| Admin fee / account holder | $949 | $7,941-88.1% | $12,998-92.7% | $6,918-86.3% |