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 | $22,356 | $100,773-77.8% | $88,946-74.9% | $142,382-84.3% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 19.29% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,841 | $2,918-36.9% | $2,555-28.0% | $4,299-57.2% |
| Participant deferral / active EE | $5,988 | $5,230+14.5% | $4,581+30.7% | $6,507-8.0% |
| Admin fee / account holder | $3,848 | $9,693-60.3% | $8,261-53.4% | $12,624-69.5% |