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 | $67,589 | $111,535-39.4% | $105,223-35.8% | $137,256-50.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 22.18% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,832 | $3,939-28.1% | $3,689-23.2% | $4,156-31.9% |
| Participant deferral / active EE | $7,615 | $5,500+38.5% | $5,072+50.2% | $6,407+18.9% |
| Admin fee / account holder | $5,175 | $9,721-46.8% | $8,859-41.6% | $12,270-57.8% |