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 4-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 | $31,134 | $22,587+37.8% | $65,255-52.3% | $75,163-58.6% |
| Participation rate | 93.2% | 63.1%+30.1pp | 65.0%+28.2pp | 67.2%+26.0pp |
| Annual return | 21.58% | 71.03%-49.5pp | 47.35%-25.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,380 | $941+153.1% | $1,691+40.7% | $2,670-10.8% |
| Participant deferral / active EE | $7,385 | $1,695+335.6% | $2,831+160.9% | $4,125+79.0% |
| Admin fee / account holder | $728 | $1,876-61.2% | $4,112-82.3% | $5,651-87.1% |