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 | $30,484 | $89,753-66.0% | $107,525-71.6% | $84,808-64.1% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 21.41% | 29.48%-8.1pp | 181.32%-159.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $4,783 | $3,113+53.6% | $3,754+27.4% | $2,631+81.8% |
| Participant deferral / active EE | $8,692 | $4,056+114.3% | $5,116+69.9% | $4,212+106.4% |
| Admin fee / account holder | $2,386 | $7,222-67.0% | $8,919-73.3% | $7,344-67.5% |