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 | $44,652 | $114,381-61.0% | $107,525-58.5% | $142,382-68.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 22.35% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,920 | $4,015-52.2% | $3,754-48.8% | $4,299-55.3% |
| Participant deferral / active EE | $6,508 | $5,564+17.0% | $5,116+27.2% | $6,5070% |
| Admin fee / account holder | $2,171 | $9,860-78.0% | $8,919-75.7% | $12,624-82.8% |