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 | $59,571 | $111,535-46.6% | $105,223-43.4% | $137,256-56.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 19.96% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,215 | $3,939-43.8% | $3,689-40.0% | $4,156-46.7% |
| Participant deferral / active EE | $6,517 | $5,500+18.5% | $5,072+28.5% | $6,407+1.7% |
| Admin fee / account holder | $616 | $9,721-93.7% | $8,859-93.0% | $12,270-95.0% |