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 3-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 | $33,514 | $61,789-45.8% | $97,167-65.5% | $80,874-58.6% |
| Participation rate | 85.4% | 63.5%+21.9pp | 72.7%+12.7pp | 67.6%+17.7pp |
| Annual return | 23.28% | -557.90%+581.2pp | 75.27%-52.0pp | 35.62%-12.3pp |
| Employer contribution / active EE | $5,391 | $1,837+193.5% | $2,729+97.5% | $2,756+95.6% |
| Participant deferral / active EE | $16,683 | $3,028+450.9% | $4,264+291.3% | $4,297+288.3% |
| Admin fee / account holder | $7,257 | $5,168+40.4% | $5,650+28.4% | $6,935+4.6% |