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 | $33,265 | $158,398-79.0% | $126,539-73.7% | $142,382-76.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 33.22% | 593.76%-560.5pp | 425.95%-392.7pp | 217.08%-183.9pp |
| Employer contribution / active EE | $2,931 | $4,650-37.0% | $3,674-20.2% | $4,299-31.8% |
| Participant deferral / active EE | $4,483 | $4,767-5.9% | $4,083+9.8% | $6,507-31.1% |
| Admin fee / account holder | $320 | $6,918-95.4% | $6,065-94.7% | $12,624-97.5% |