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 | $25,011 | $88,672-71.8% | $105,223-76.2% | $82,448-69.7% |
| Participation rate | 82.4% | 67.9%+14.4pp | 75.0%+7.3pp | 68.1%+14.3pp |
| Annual return | 20.66% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,104 | $3,048-31.0% | $3,689-43.0% | $2,551-17.5% |
| Participant deferral / active EE | $3,658 | $4,036-9.4% | $5,072-27.9% | $4,139-11.6% |
| Admin fee / account holder | $1,458 | $7,146-79.6% | $8,859-83.5% | $7,234-79.8% |