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 | $77,405 | $154,117-49.8% | $129,995-40.5% | $139,434-44.5% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 21.87% | 32.48%-10.6pp | -137.18%+159.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,874 | $5,289-26.8% | $4,320-10.3% | $4,751-18.5% |
| Participant deferral / active EE | $12,136 | $6,710+80.9% | $5,820+108.5% | $6,710+80.9% |
| Admin fee / account holder | $5,490 | $14,007-60.8% | $10,614-48.3% | $11,403-51.9% |