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 | $25,867 | $165,984-84.4% | $164,813-84.3% | $145,922-82.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.98% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,799 | $5,273-65.9% | $4,341-58.6% | $4,660-61.4% |
| Participant deferral / active EE | $2,765 | $6,959-60.3% | $6,031-54.2% | $6,688-58.7% |
| Admin fee / account holder | $3,287 | $16,648-80.3% | $12,690-74.1% | $13,397-75.5% |