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 | $53,583 | $74,888-28.4% | $71,209-24.8% | $142,382-62.4% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.1%-6.2pp |
| Annual return | 16.41% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,919 | $2,854+37.3% | $2,721+44.0% | $4,299-8.8% |
| Participant deferral / active EE | $8,800 | $4,454+97.6% | $4,175+110.8% | $6,507+35.2% |
| Admin fee / account holder | $12,214 | $5,568+119.4% | $5,349+128.4% | $12,624-3.2% |