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 | $37,804 | $54,705-30.9% | $71,209-46.9% | $84,808-55.4% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.8%+14.5pp | 68.3%+19.9pp |
| Annual return | 19.56% | 35.90%-16.3pp | 282.51%-263.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,332 | $2,158-38.3% | $2,721-51.0% | $2,631-49.4% |
| Participant deferral / active EE | $4,170 | $3,030+37.6% | $4,175-0.1% | $4,212-1.0% |
| Admin fee / account holder | $761 | $4,863-84.4% | $5,349-85.8% | $7,344-89.6% |