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 | $31,246 | $70,756-55.8% | $65,493-52.3% | $142,382-78.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 22.75% | 1754.89%-1732.1pp | 982.45%-959.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,669 | $2,881-42.1% | $2,574-35.2% | $4,299-61.2% |
| Participant deferral / active EE | $5,861 | $4,637+26.4% | $3,961+48.0% | $6,507-9.9% |
| Admin fee / account holder | $653 | $6,559-90.0% | $5,028-87.0% | $12,624-94.8% |