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 | $42,798 | $93,571-54.3% | $135,903-68.5% | $75,163-43.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 60.27% | 30.90%+29.4pp | 68.23%-8.0pp | 160.62%-100.3pp |
| Employer contribution / active EE | $2,660 | $3,537-24.8% | $4,856-45.2% | $2,670-0.4% |
| Participant deferral / active EE | $4,748 | $6,404-25.9% | $7,758-38.8% | $4,125+15.1% |
| Admin fee / account holder | $424 | $6,975-93.9% | $10,762-96.1% | $5,651-92.5% |