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 | $36,559 | $89,753-59.3% | $107,525-66.0% | $84,808-56.9% |
| Participation rate | 78.0% | 68.1%+10.0pp | 75.1%+3.0pp | 68.3%+9.7pp |
| Annual return | 24.24% | 29.48%-5.2pp | 181.32%-157.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,952 | $3,113-37.3% | $3,754-48.0% | $2,631-25.8% |
| Participant deferral / active EE | $5,455 | $4,056+34.5% | $5,116+6.6% | $4,212+29.5% |
| Admin fee / account holder | $1,022 | $7,222-85.8% | $8,919-88.5% | $7,344-86.1% |