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 | $43,573 | $71,057-38.7% | $93,654-53.5% | $80,874-46.1% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.6%+25.7pp |
| Annual return | 25.58% | 11.26%+14.3pp | 133.34%-107.8pp | 35.62%-10.0pp |
| Employer contribution / active EE | $7,563 | $1,564+383.6% | $2,421+212.4% | $2,756+174.5% |
| Participant deferral / active EE | $6,833 | $4,034+69.4% | $4,413+54.8% | $4,297+59.0% |
| Admin fee / account holder | $4,030 | $6,944-42.0% | $8,282-51.3% | $6,935-41.9% |