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 | $22,684 | $133,922-83.1% | $116,228-80.5% | $142,382-84.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 18.74% | 147.76%-129.0pp | 90.06%-71.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,157 | $3,446-8.4% | $2,994+5.4% | $4,299-26.6% |
| Participant deferral / active EE | $5,502 | $5,672-3.0% | $4,953+11.1% | $6,507-15.5% |
| Admin fee / account holder | $6,375 | $14,945-57.3% | $11,989-46.8% | $12,624-49.5% |