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 | $46,156 | $158,398-70.9% | $126,539-63.5% | $142,382-67.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 26.00% | 593.76%-567.8pp | 425.95%-399.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $4,093 | $4,650-12.0% | $3,674+11.4% | $4,299-4.8% |
| Participant deferral / active EE | $8,289 | $4,767+73.9% | $4,083+103.0% | $6,507+27.4% |
| Admin fee / account holder | $894 | $6,918-87.1% | $6,065-85.3% | $12,624-92.9% |