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 | $28,871 | $73,933-60.9% | $96,683-70.1% | $75,163-61.6% |
| Participation rate | 73.2% | 66.4%+6.7pp | 74.3%-1.2pp | 67.2%+6.0pp |
| Annual return | 55.14% | 26.70%+28.4pp | 35.69%+19.4pp | 160.62%-105.5pp |
| Employer contribution / active EE | $2,475 | $2,928-15.5% | $3,737-33.8% | $2,670-7.3% |
| Participant deferral / active EE | $4,578 | $3,659+25.1% | $4,878-6.2% | $4,125+11.0% |
| Admin fee / account holder | $720 | $5,216-86.2% | $6,730-89.3% | $5,651-87.3% |