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 | $48,957 | $99,877-51.0% | $84,966-42.4% | $145,922-66.4% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 14.42% | 83.76%-69.3pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,668 | $3,231+44.5% | $2,727+71.2% | $4,660+0.2% |
| Participant deferral / active EE | $13,523 | $5,291+155.6% | $4,519+199.2% | $6,688+102.2% |
| Admin fee / account holder | $770 | $7,248-89.4% | $6,149-87.5% | $13,397-94.3% |