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 | $57,652 | $114,381-49.6% | $107,525-46.4% | $142,382-59.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.03% | 242.71%-212.7pp | 181.32%-151.3pp | 217.08%-187.0pp |
| Employer contribution / active EE | $2,848 | $4,015-29.1% | $3,754-24.1% | $4,299-33.8% |
| Participant deferral / active EE | $24,984 | $5,564+349.0% | $5,116+388.4% | $6,507+283.9% |
| Admin fee / account holder | $454 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |