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 | $71,975 | $99,877-27.9% | $84,966-15.3% | $145,922-50.7% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 16.18% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,552 | $3,231-21.0% | $2,727-6.4% | $4,660-45.2% |
| Participant deferral / active EE | $7,888 | $5,291+49.1% | $4,519+74.5% | $6,688+17.9% |
| Admin fee / account holder | $669 | $7,248-90.8% | $6,149-89.1% | $13,397-95.0% |