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 | $41,516 | $55,415-25.1% | $155,509-73.3% | $74,495-44.3% |
| Participation rate | 71.0% | 61.9%+9.1pp | 78.2%-7.2pp | 67.2%+3.8pp |
| Annual return | 13.84% | 268.50%-254.7pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,982 | $2,267-12.6% | $4,672-57.6% | $2,623-24.4% |
| Participant deferral / active EE | $6,521 | $2,836+129.9% | $5,626+15.9% | $4,346+50.1% |
| Admin fee / account holder | $560 | $1,738-67.8% | $15,912-96.5% | $1,942-71.2% |