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 | $22,709 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 23.07% | 98.13%-75.1pp | 418.34%-395.3pp | 561.29%-538.2pp |
| Employer contribution / active EE | $3,022 | $5,286-42.8% | $4,933-38.7% | $4,660-35.1% |
| Participant deferral / active EE | $8,814 | $8,428+4.6% | $8,070+9.2% | $6,688+31.8% |
| Admin fee / account holder | $3,569 | $15,044-76.3% | $12,998-72.5% | $13,397-73.4% |