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 3-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 | $75,120 | $29,319+156.2% | $52,425+43.3% | $82,448-8.9% |
| Participation rate | 70.6% | 46.9%+23.7pp | 55.6%+15.0pp | 68.1%+2.5pp |
| Annual return | 17.41% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $661 | $586+12.7% | $914-27.7% | $2,551-74.1% |
| Participant deferral / active EE | $1,474 | $1,171+25.8% | $1,790-17.7% | $4,139-64.4% |
| Admin fee / account holder | $4,769 | $1,962+143.1% | $2,495+91.2% | $7,234-34.1% |