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 6-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 | $31,712 | $111,754-71.6% | $103,333-69.3% | $145,922-78.3% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 14.76% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,828 | $4,212-32.9% | $3,868-26.9% | $4,660-39.3% |
| Participant deferral / active EE | $6,428 | $5,619+14.4% | $5,057+27.1% | $6,688-3.9% |
| Admin fee / account holder | $400 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |