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 | $36,975 | $117,983-68.7% | $101,794-63.7% | $142,382-74.0% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 59.75% | 36.92%+22.8pp | 30.53%+29.2pp | 217.08%-157.3pp |
| Employer contribution / active EE | $1,479 | $2,773-46.7% | $2,289-35.4% | $4,299-65.6% |
| Participant deferral / active EE | $5,386 | $4,714+14.3% | $4,084+31.9% | $6,507-17.2% |
| Admin fee / account holder | $506 | $10,433-95.2% | $8,777-94.2% | $12,624-96.0% |