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 | $29,123 | $166,020-82.5% | $164,866-82.3% | $145,959-80.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.12% | 100.08%-84.0pp | 69.97%-53.8pp | 561.95%-545.8pp |
| Employer contribution / active EE | $4,723 | $5,275-10.5% | $4,343+8.8% | $4,661+1.3% |
| Participant deferral / active EE | $5,221 | $6,961-25.0% | $6,033-13.5% | $6,689-21.9% |
| Admin fee / account holder | $783 | $16,644-95.3% | $12,689-93.8% | $13,398-94.2% |