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 | $38,039 | $111,754-66.0% | $103,333-63.2% | $145,922-73.9% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 22.49% | 24.77%-2.3pp | 24.88%-2.4pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,901 | $4,212-7.4% | $3,868+0.9% | $4,660-16.3% |
| Participant deferral / active EE | $11,663 | $5,619+107.6% | $5,057+130.6% | $6,688+74.4% |
| Admin fee / account holder | $3,849 | $9,750-60.5% | $8,355-53.9% | $13,397-71.3% |