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 | $24,418 | $117,859-79.3% | $102,438-76.2% | $145,959-83.3% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 10.51% | 31.72%-21.2pp | 29.37%-18.9pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,623 | $3,615-27.4% | $3,024-13.3% | $4,661-43.7% |
| Participant deferral / active EE | $7,751 | $5,732+35.2% | $5,054+53.4% | $6,689+15.9% |
| Admin fee / account holder | $10,147 | $13,318-23.8% | $9,448+7.4% | $13,398-24.3% |