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 | $22,567 | $159,901-85.9% | $146,958-84.6% | $145,922-84.5% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 18.01% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,183 | $5,286-39.8% | $4,933-35.5% | $4,660-31.7% |
| Participant deferral / active EE | $5,713 | $8,428-32.2% | $8,070-29.2% | $6,688-14.6% |
| Admin fee / account holder | $414 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |