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 | $41,749 | $100,754-58.6% | $86,677-51.8% | $134,475-69.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -9.46% | 29.04%-38.5pp | 35.91%-45.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $4,006 | $3,489+14.8% | $2,836+41.2% | $4,740-15.5% |
| Participant deferral / active EE | $10,470 | $5,338+96.1% | $4,656+124.9% | $6,400+63.6% |
| Admin fee / account holder | $3,145 | $10,926-71.2% | $7,493-58.0% | $11,426-72.5% |