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 | $23,922 | $165,984-85.6% | $164,813-85.5% | $145,922-83.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 15.21% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,107 | $5,273-41.1% | $4,341-28.4% | $4,660-33.3% |
| Participant deferral / active EE | $5,567 | $6,959-20.0% | $6,031-7.7% | $6,688-16.8% |
| Admin fee / account holder | $2,609 | $16,648-84.3% | $12,690-79.4% | $13,397-80.5% |