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 | $29,640 | $159,901-81.5% | $146,958-79.8% | $145,922-79.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 23.07% | 98.13%-75.1pp | 418.34%-395.3pp | 561.29%-538.2pp |
| Employer contribution / active EE | $3,936 | $5,286-25.5% | $4,933-20.2% | $4,660-15.5% |
| Participant deferral / active EE | $7,516 | $8,428-10.8% | $8,070-6.9% | $6,688+12.4% |
| Admin fee / account holder | $16,238 | $15,044+7.9% | $12,998+24.9% | $13,397+21.2% |