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 | $45,175 | $68,547-34.1% | $120,354-62.5% | $80,856-44.1% |
| Participation rate | 70.3% | 61.6%+8.7pp | 71.9%-1.6pp | 67.6%+2.6pp |
| Annual return | 14.24% | 23.60%-9.4pp | 107.15%-92.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,794 | $2,051+36.2% | $3,463-19.3% | $2,755+1.4% |
| Participant deferral / active EE | $5,848 | $3,173+84.3% | $4,991+17.2% | $4,296+36.1% |
| Admin fee / account holder | $587 | $5,732-89.8% | $9,423-93.8% | $6,918-91.5% |