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 | $32,425 | $57,281-43.4% | $86,612-62.6% | $75,163-56.9% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 17.51% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,947 | $2,314-15.9% | $3,022-35.6% | $2,670-27.1% |
| Participant deferral / active EE | $2,080 | $3,318-37.3% | $4,438-53.1% | $4,125-49.6% |
| Admin fee / account holder | $3,423 | $4,112-16.7% | $5,614-39.0% | $5,651-39.4% |