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 6-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 | $56,322 | $51,638+9.1% | $68,368-17.6% | $82,448-31.7% |
| Participation rate | 79.4% | 63.6%+15.8pp | 73.8%+5.7pp | 68.1%+11.3pp |
| Annual return | 13.54% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,675 | $2,047-18.2% | $2,649-36.8% | $2,551-34.4% |
| Participant deferral / active EE | $6,266 | $2,914+115.1% | $4,123+52.0% | $4,139+51.4% |
| Admin fee / account holder | $413 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |