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 8-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 | $63,860 | $23,330+173.7% | $64,489-1.0% | $82,448-22.5% |
| Participation rate | 73.8% | 68.3%+5.6pp | 67.7%+6.2pp | 68.1%+5.8pp |
| Annual return | 17.53% | 83.66%-66.1pp | 55.03%-37.5pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,123 | $824+157.6% | $1,523+39.4% | $2,551-16.8% |
| Participant deferral / active EE | $4,758 | $1,707+178.7% | $2,778+71.3% | $4,139+14.9% |
| Admin fee / account holder | $3,728 | $2,946+26.5% | $4,260-12.5% | $7,234-48.5% |