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 | $26,083 | $165,984-84.3% | $164,813-84.2% | $145,922-82.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.46% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,197 | $5,273-39.4% | $4,341-26.3% | $4,660-31.4% |
| Participant deferral / active EE | $6,640 | $6,959-4.6% | $6,031+10.1% | $6,688-0.7% |
| Admin fee / account holder | $2,650 | $16,648-84.1% | $12,690-79.1% | $13,397-80.2% |