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 | $56,424 | $148,534-62.0% | $135,903-58.5% | $139,434-59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.46% | 79.19%-38.7pp | 68.23%-27.8pp | 372.94%-332.5pp |
| Employer contribution / active EE | $3,516 | $5,243-32.9% | $4,856-27.6% | $4,751-26.0% |
| Participant deferral / active EE | $7,142 | $8,100-11.8% | $7,758-7.9% | $6,710+6.4% |
| Admin fee / account holder | $2,944 | $12,400-76.3% | $10,762-72.6% | $11,403-74.2% |