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 3-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 | $36,814 | $108,919-66.2% | $100,391-63.3% | $145,922-74.8% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 21.69% | 57.88%-36.2pp | 49.20%-27.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $7,763 | $4,419+75.7% | $3,942+97.0% | $4,660+66.6% |
| Participant deferral / active EE | $16,108 | $8,445+90.7% | $8,082+99.3% | $6,688+140.9% |
| Admin fee / account holder | $821 | $9,689-91.5% | $7,899-89.6% | $13,397-93.9% |