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 | $43,248 | $80,717-46.4% | $154,803-72.1% | $84,808-49.0% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 95.51% | 37.96%+57.6pp | 58.88%+36.6pp | 40.90%+54.6pp |
| Employer contribution / active EE | $2,555 | $2,761-7.5% | $4,305-40.6% | $2,631-2.9% |
| Participant deferral / active EE | $6,246 | $3,303+89.1% | $5,540+12.7% | $4,212+48.3% |
| Admin fee / account holder | $2,979 | $6,746-55.8% | $14,329-79.2% | $7,344-59.4% |