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 | $58,204 | $111,754-47.9% | $103,333-43.7% | $145,922-60.1% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 14.52% | 24.77%-10.2pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,420 | $4,212-18.8% | $3,868-11.6% | $4,660-26.6% |
| Participant deferral / active EE | $8,850 | $5,619+57.5% | $5,057+75.0% | $6,688+32.3% |
| Admin fee / account holder | $367 | $9,750-96.2% | $8,355-95.6% | $13,397-97.3% |