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 | $51,219 | $104,974-51.2% | $95,585-46.4% | $142,382-64.0% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 18.13% | 210.33%-192.2pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,883 | $2,779+39.7% | $2,527+53.7% | $4,299-9.7% |
| Participant deferral / active EE | $9,000 | $4,352+106.8% | $4,023+123.7% | $6,507+38.3% |
| Admin fee / account holder | $8,337 | $6,386+30.6% | $6,127+36.1% | $12,624-34.0% |