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 | $48,251 | $179,726-73.2% | $156,263-69.1% | $142,382-66.1% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 18.67% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,202 | $5,069-17.1% | $4,333-3.0% | $4,299-2.3% |
| Participant deferral / active EE | $8,098 | $6,956+16.4% | $6,158+31.5% | $6,507+24.4% |
| Admin fee / account holder | $895 | $17,272-94.8% | $14,255-93.7% | $12,624-92.9% |