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 | $73,953 | $100,773-26.6% | $88,946-16.9% | $142,382-48.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 17.67% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,445 | $2,918-16.2% | $2,555-4.3% | $4,299-43.1% |
| Participant deferral / active EE | $13,118 | $5,230+150.8% | $4,581+186.3% | $6,507+101.6% |
| Admin fee / account holder | $1,790 | $9,693-81.5% | $8,261-78.3% | $12,624-85.8% |