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 | $36,750 | $68,097-46.0% | $62,929-41.6% | $137,256-73.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 21.45% | 1859.11%-1837.7pp | 1063.93%-1042.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,975 | $2,811+5.8% | $2,505+18.8% | $4,156-28.4% |
| Participant deferral / active EE | $6,411 | $4,553+40.8% | $3,888+64.9% | $6,407+0.1% |
| Admin fee / account holder | $3,732 | $6,521-42.8% | $5,065-26.3% | $12,270-69.6% |