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 5-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 | $50,975 | $54,705-6.8% | $71,209-28.4% | $84,808-39.9% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 21.48% | 35.90%-14.4pp | 282.51%-261.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $4,528 | $2,158+109.8% | $2,721+66.4% | $2,631+72.1% |
| Participant deferral / active EE | $6,536 | $3,030+115.7% | $4,175+56.5% | $4,212+55.2% |
| Admin fee / account holder | $913 | $4,863-81.2% | $5,349-82.9% | $7,344-87.6% |