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 | $44,971 | $89,753-49.9% | $107,525-58.2% | $84,808-47.0% |
| Participation rate | 87.2% | 68.1%+19.1pp | 75.1%+12.1pp | 68.3%+18.9pp |
| Annual return | 24.49% | 29.48%-5.0pp | 181.32%-156.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,312 | $3,113+6.4% | $3,754-11.8% | $2,631+25.9% |
| Participant deferral / active EE | $7,067 | $4,056+74.2% | $5,116+38.1% | $4,212+67.8% |
| Admin fee / account holder | $2,415 | $7,222-66.6% | $8,919-72.9% | $7,344-67.1% |