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 | $42,190 | $90,397-53.3% | $76,002-44.5% | $145,959-71.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 11.78% | 621.97%-610.2pp | 360.07%-348.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,922 | $3,317-42.1% | $2,688-28.5% | $4,661-58.8% |
| Participant deferral / active EE | $5,302 | $5,163+2.7% | $4,257+24.6% | $6,689-20.7% |
| Admin fee / account holder | $2,797 | $8,369-66.6% | $6,414-56.4% | $13,398-79.1% |