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 | $28,643 | $77,314-63.0% | $177,989-83.9% | $80,856-64.6% |
| Participation rate | 94.9% | 65.7%+29.2pp | 77.1%+17.8pp | 67.6%+27.2pp |
| Annual return | 16.92% | 18.09%-1.2pp | 294.48%-277.6pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,972 | $2,292+29.7% | $3,949-24.7% | $2,755+7.9% |
| Participant deferral / active EE | $4,436 | $4,411+0.6% | $6,276-29.3% | $4,296+3.3% |
| Admin fee / account holder | $3,172 | $7,191-55.9% | $10,363-69.4% | $6,918-54.1% |