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 | $130,702 | $217,402-39.9% | $185,823-29.7% | $167,490-22.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.30% | 148.36%-122.1pp | 122.05%-95.7pp | 478.56%-452.3pp |
| Employer contribution / active EE | $5,352 | $5,873-8.9% | $5,167+3.6% | $4,837+10.6% |
| Participant deferral / active EE | $7,226 | $6,356+13.7% | $5,568+29.8% | $6,341+13.9% |
| Admin fee / account holder | $11,173 | $19,811-43.6% | $16,237-31.2% | $12,309-9.2% |