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 | $40,521 | $159,901-74.7% | $146,958-72.4% | $145,922-72.2% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 14.80% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,218 | $5,286-39.1% | $4,933-34.8% | $4,660-30.9% |
| Participant deferral / active EE | $5,241 | $8,428-37.8% | $8,070-35.1% | $6,688-21.6% |
| Admin fee / account holder | $7,479 | $15,044-50.3% | $12,998-42.5% | $13,397-44.2% |