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 | $36,739 | $183,519-80.0% | $155,509-76.4% | $145,922-74.8% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,844 | $5,313-46.5% | $4,672-39.1% | $4,660-39.0% |
| Participant deferral / active EE | $4,369 | $6,462-32.4% | $5,626-22.4% | $6,688-34.7% |
| Admin fee / account holder | $3,057 | $19,313-84.2% | $15,912-80.8% | $13,397-77.2% |