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 | $51,015 | $77,899-34.5% | $149,673-65.9% | $75,163-32.1% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+7.0pp |
| Annual return | 18.98% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,174 | $3,137-30.7% | $4,818-54.9% | $2,670-18.6% |
| Participant deferral / active EE | $7,784 | $3,411+128.2% | $5,680+37.0% | $4,125+88.7% |
| Admin fee / account holder | $1,056 | $5,956-82.3% | $13,210-92.0% | $5,651-81.3% |