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 | $39,294 | $159,934-75.4% | $147,005-73.3% | $145,959-73.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 15.62% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,606 | $5,287-50.7% | $4,934-47.2% | $4,661-44.1% |
| Participant deferral / active EE | $5,655 | $8,427-32.9% | $8,070-29.9% | $6,689-15.5% |
| Admin fee / account holder | $502 | $15,053-96.7% | $13,006-96.1% | $13,398-96.3% |