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 3-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 | $62,365 | $117,841-47.1% | $102,423-39.1% | $145,922-57.3% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 16.15% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,872 | $3,615-20.6% | $3,023-5.0% | $4,660-38.4% |
| Participant deferral / active EE | $8,550 | $5,731+49.2% | $5,053+69.2% | $6,688+27.9% |
| Admin fee / account holder | $4,641 | $13,326-65.2% | $9,451-50.9% | $13,397-65.4% |