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 | $30,467 | $68,346-55.4% | $94,646-67.8% | $75,163-59.5% |
| Participation rate | 70.7% | 76.1%-5.4pp | 80.8%-10.1pp | 67.2%+3.5pp |
| Annual return | 15.95% | 616.93%-601.0pp | 156.71%-140.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,025 | $2,701+12.0% | $3,672-17.6% | $2,670+13.3% |
| Participant deferral / active EE | $7,930 | $6,537+21.3% | $7,418+6.9% | $4,125+92.2% |
| Admin fee / account holder | $12,774 | $5,326+139.8% | $7,231+76.7% | $5,651+126.0% |