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 | $52,875 | $183,519-71.2% | $155,509-66.0% | $145,922-63.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.35% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,352 | $5,313-55.7% | $4,672-49.7% | $4,660-49.5% |
| Participant deferral / active EE | $8,986 | $6,462+39.0% | $5,626+59.7% | $6,688+34.4% |
| Admin fee / account holder | $424 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |