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 | $79,992 | $108,919-26.6% | $100,391-20.3% | $145,922-45.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 14.52% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,787 | $4,419+8.3% | $3,942+21.4% | $4,660+2.7% |
| Participant deferral / active EE | $12,942 | $8,445+53.3% | $8,082+60.1% | $6,688+93.5% |
| Admin fee / account holder | $10,487 | $9,689+8.2% | $7,899+32.8% | $13,397-21.7% |