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 | $54,095 | $132,634-59.2% | $115,768-53.3% | $137,256-60.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 17.31% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,690 | $3,360-49.7% | $2,940-42.5% | $4,156-59.3% |
| Participant deferral / active EE | $8,195 | $5,619+45.9% | $4,917+66.7% | $6,407+27.9% |
| Admin fee / account holder | $701 | $15,028-95.3% | $12,439-94.4% | $12,270-94.3% |