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 | $37,446 | $99,918-62.5% | $81,382-54.0% | $145,922-74.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 16.92% | 34.32%-17.4pp | 24.73%-7.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,024 | $2,978-32.0% | $2,463-17.8% | $4,660-56.6% |
| Participant deferral / active EE | $9,632 | $4,605+109.2% | $3,883+148.0% | $6,688+44.0% |
| Admin fee / account holder | $939 | $8,212-88.6% | $5,768-83.7% | $13,397-93.0% |