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 5-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 | $37,656 | $74,888-49.7% | $71,209-47.1% | $142,382-73.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 24.71% | 345.14%-320.4pp | 282.51%-257.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,358 | $2,854-17.4% | $2,721-13.3% | $4,299-45.1% |
| Participant deferral / active EE | $4,410 | $4,454-1.0% | $4,175+5.6% | $6,507-32.2% |
| Admin fee / account holder | $328 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |