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 | $29,027 | $89,753-67.7% | $107,525-73.0% | $84,808-65.8% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 16.83% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,082 | $3,113+127.5% | $3,754+88.7% | $2,631+169.2% |
| Participant deferral / active EE | $4,078 | $4,056+0.5% | $5,116-20.3% | $4,212-3.2% |
| Admin fee / account holder | $3,168 | $7,222-56.1% | $8,919-64.5% | $7,344-56.9% |