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 | $102,737 | $210,698-51.2% | $178,014-42.3% | $145,959-29.6% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 18.02% | 386.27%-368.3pp | 294.80%-276.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,686 | $4,567-63.1% | $3,950-57.3% | $4,661-63.8% |
| Participant deferral / active EE | $7,948 | $6,958+14.2% | $6,276+26.6% | $6,689+18.8% |
| Admin fee / account holder | $5,375 | $12,016-55.3% | $10,362-48.1% | $13,398-59.9% |