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 | $66,856 | $105,859-36.8% | $90,160-25.8% | $147,584-54.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 16.77% | 37.63%-20.9pp | 34.88%-18.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $4,063 | $4,126-1.5% | $3,318+22.4% | $4,876-16.7% |
| Participant deferral / active EE | $2,239 | $5,733-60.9% | $5,288-57.6% | $5,439-58.8% |
| Admin fee / account holder | $896 | $8,046-88.9% | $5,943-84.9% | $10,885-91.8% |