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 | $43,069 | $104,974-59.0% | $95,585-54.9% | $142,382-69.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 36.91% | 210.33%-173.4pp | 38.56%-1.6pp | 217.08%-180.2pp |
| Employer contribution / active EE | $4,551 | $2,779+63.8% | $2,527+80.1% | $4,299+5.9% |
| Participant deferral / active EE | $5,661 | $4,352+30.1% | $4,023+40.7% | $6,507-13.0% |
| Admin fee / account holder | $4,953 | $6,386-22.4% | $6,127-19.2% | $12,624-60.8% |