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 | $26,582 | $117,841-77.4% | $102,423-74.0% | $145,922-81.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 16.57% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,070 | $3,615+67.9% | $3,023+100.8% | $4,660+30.3% |
| Participant deferral / active EE | $10,013 | $5,731+74.7% | $5,053+98.2% | $6,688+49.7% |
| Admin fee / account holder | $6,676 | $13,326-49.9% | $9,451-29.4% | $13,397-50.2% |