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 | $62,724 | $159,934-60.8% | $147,005-57.3% | $145,959-57.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.40% | 98.24%-78.8pp | 418.76%-399.4pp | 561.95%-542.6pp |
| Employer contribution / active EE | $2,733 | $5,287-48.3% | $4,934-44.6% | $4,661-41.4% |
| Participant deferral / active EE | $12,228 | $8,427+45.1% | $8,070+51.5% | $6,689+82.8% |
| Admin fee / account holder | $1,466 | $15,053-90.3% | $13,006-88.7% | $13,398-89.1% |