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 | $60,752 | $77,899-22.0% | $149,673-59.4% | $75,163-19.2% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 19.08% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,348 | $3,137+38.6% | $4,818-9.7% | $2,670+62.9% |
| Participant deferral / active EE | $3,982 | $3,411+16.7% | $5,680-29.9% | $4,125-3.5% |
| Admin fee / account holder | $1,918 | $5,956-67.8% | $13,210-85.5% | $5,651-66.1% |