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 | $15,948 | $48,795-67.3% | $65,493-75.6% | $84,808-81.2% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 17.92% | 20.20%-2.3pp | 982.45%-964.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,517 | $1,930+30.4% | $2,574-2.2% | $2,631-4.3% |
| Participant deferral / active EE | $3,410 | $2,928+16.4% | $3,961-13.9% | $4,212-19.0% |
| Admin fee / account holder | $419 | $3,877-89.2% | $5,028-91.7% | $7,344-94.3% |