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 | $78,197 | $102,317-23.6% | $146,958-46.8% | $80,856-3.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.26% | 134.76%-110.5pp | 418.34%-394.1pp | 35.59%-11.3pp |
| Employer contribution / active EE | $1,813 | $3,713-51.2% | $4,933-63.2% | $2,755-34.2% |
| Participant deferral / active EE | $3,725 | $6,644-43.9% | $8,070-53.8% | $4,296-13.3% |
| Admin fee / account holder | $3,709 | $7,941-53.3% | $12,998-71.5% | $6,918-46.4% |