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 | $61,079 | $105,126-41.9% | $94,646-35.5% | $139,434-56.2% |
| Participation rate | 91.3% | 82.4%+9.0pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 20.27% | 38.03%-17.8pp | 156.71%-136.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,967 | $4,106+21.0% | $3,672+35.3% | $4,751+4.6% |
| Participant deferral / active EE | $12,005 | $7,599+58.0% | $7,418+61.8% | $6,710+78.9% |
| Admin fee / account holder | $17,519 | $8,984+95.0% | $7,231+142.3% | $11,403+53.6% |