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 4-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 | $22,684 | $132,634-82.9% | $115,768-80.4% | $137,256-83.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 18.74% | 160.70%-142.0pp | 100.46%-81.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,157 | $3,360-6.0% | $2,940+7.4% | $4,156-24.0% |
| Participant deferral / active EE | $5,502 | $5,619-2.1% | $4,917+11.9% | $6,407-14.1% |
| Admin fee / account holder | $6,375 | $15,028-57.6% | $12,439-48.8% | $12,270-48.0% |