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 | $21,194 | $159,901-86.7% | $146,958-85.6% | $145,922-85.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.94% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,964 | $5,286-62.9% | $4,933-60.2% | $4,660-57.9% |
| Participant deferral / active EE | $7,652 | $8,428-9.2% | $8,070-5.2% | $6,688+14.4% |
| Admin fee / account holder | $1,702 | $15,044-88.7% | $12,998-86.9% | $13,397-87.3% |