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 | $30,252 | $74,888-59.6% | $71,209-57.5% | $142,382-78.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 22.56% | 345.14%-322.6pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,801 | $2,854-36.9% | $2,721-33.8% | $4,299-58.1% |
| Participant deferral / active EE | $5,647 | $4,454+26.8% | $4,175+35.2% | $6,507-13.2% |
| Admin fee / account holder | $681 | $5,568-87.8% | $5,349-87.3% | $12,624-94.6% |