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 3-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 | $67,584 | $166,020-59.3% | $164,866-59.0% | $145,959-53.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.00% | 100.08%-89.1pp | 69.97%-59.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,961 | $5,275+13.0% | $4,343+37.3% | $4,661+27.9% |
| Participant deferral / active EE | $3,138 | $6,961-54.9% | $6,033-48.0% | $6,689-53.1% |
| Admin fee / account holder | $1,071 | $16,644-93.6% | $12,689-91.6% | $13,398-92.0% |