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 | $27,083 | $111,754-75.8% | $103,333-73.8% | $145,922-81.4% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 34.12% | 24.77%+9.3pp | 24.88%+9.2pp | 561.29%-527.2pp |
| Employer contribution / active EE | $2,712 | $4,212-35.6% | $3,868-29.9% | $4,660-41.8% |
| Participant deferral / active EE | $6,590 | $5,619+17.3% | $5,057+30.3% | $6,688-1.5% |
| Admin fee / account holder | $1,942 | $9,750-80.1% | $8,355-76.8% | $13,397-85.5% |