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 | $39,839 | $48,230-17.4% | $67,502-41.0% | $80,856-50.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 15.98% | 18.28%-2.3pp | 3512.12%-3496.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,623 | $2,020+128.9% | $2,731+69.3% | $2,755+67.8% |
| Participant deferral / active EE | $7,556 | $2,924+158.4% | $4,000+88.9% | $4,296+75.9% |
| Admin fee / account holder | $669 | $3,681-81.8% | $3,998-83.3% | $6,918-90.3% |