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 | $42,207 | $104,974-59.8% | $95,585-55.8% | $142,382-70.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.11% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,811 | $2,779-34.8% | $2,527-28.3% | $4,299-57.9% |
| Participant deferral / active EE | $10,403 | $4,352+139.0% | $4,023+158.6% | $6,507+59.9% |
| Admin fee / account holder | $4,171 | $6,386-34.7% | $6,127-31.9% | $12,624-67.0% |