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 | $41,871 | $64,839-35.4% | $95,585-56.2% | $84,808-50.6% |
| Participation rate | 94.7% | 63.8%+30.9pp | 72.1%+22.7pp | 68.3%+26.4pp |
| Annual return | 20.63% | -670.96%+691.6pp | 38.56%-17.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,770 | $1,759+114.3% | $2,527+49.2% | $2,631+43.3% |
| Participant deferral / active EE | $11,325 | $2,965+282.0% | $4,023+181.5% | $4,212+168.9% |
| Admin fee / account holder | $6,692 | $5,964+12.2% | $6,127+9.2% | $7,344-8.9% |