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 | $37,658 | $68,346-44.9% | $94,646-60.2% | $75,163-49.9% |
| Participation rate | 83.7% | 76.1%+7.6pp | 80.8%+2.9pp | 67.2%+16.5pp |
| Annual return | 21.97% | 616.93%-595.0pp | 156.71%-134.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,876 | $2,701+43.5% | $3,672+5.6% | $2,670+45.2% |
| Participant deferral / active EE | $8,398 | $6,537+28.5% | $7,418+13.2% | $4,125+103.6% |
| Admin fee / account holder | $2,918 | $5,326-45.2% | $7,231-59.6% | $5,651-48.4% |