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 | $25,509 | $165,984-84.6% | $164,813-84.5% | $145,922-82.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 32.99% | 100.03%-67.0pp | 69.93%-36.9pp | 561.29%-528.3pp |
| Employer contribution / active EE | $3,698 | $5,273-29.9% | $4,341-14.8% | $4,660-20.6% |
| Participant deferral / active EE | $7,334 | $6,959+5.4% | $6,031+21.6% | $6,688+9.7% |
| Admin fee / account holder | $5,231 | $16,648-68.6% | $12,690-58.8% | $13,397-61.0% |