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 | $59,207 | $114,381-48.2% | $107,525-44.9% | $142,382-58.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 23.07% | 242.71%-219.6pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,907 | $4,015-27.6% | $3,754-22.6% | $4,299-32.4% |
| Participant deferral / active EE | $10,562 | $5,564+89.8% | $5,116+106.5% | $6,507+62.3% |
| Admin fee / account holder | $3,095 | $9,860-68.6% | $8,919-65.3% | $12,624-75.5% |