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 | $35,227 | $165,984-78.8% | $164,813-78.6% | $145,922-75.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 15.89% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,137 | $5,273-21.5% | $4,341-4.7% | $4,660-11.2% |
| Participant deferral / active EE | $7,812 | $6,959+12.3% | $6,031+29.5% | $6,688+16.8% |
| Admin fee / account holder | $2,210 | $16,648-86.7% | $12,690-82.6% | $13,397-83.5% |