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 | $35,301 | $104,974-66.4% | $95,585-63.1% | $142,382-75.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 19.86% | 210.33%-190.5pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,652 | $2,779-40.6% | $2,527-34.6% | $4,299-61.6% |
| Participant deferral / active EE | $6,676 | $4,352+53.4% | $4,023+66.0% | $6,507+2.6% |
| Admin fee / account holder | $1,012 | $6,386-84.2% | $6,127-83.5% | $12,624-92.0% |