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 | $56,709 | $100,970-43.8% | $96,576-41.3% | $137,256-58.7% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 77.78% | 38.16%+39.6pp | 38.47%+39.3pp | 220.34%-142.6pp |
| Employer contribution / active EE | $2,917 | $3,809-23.4% | $3,553-17.9% | $4,156-29.8% |
| Participant deferral / active EE | $11,437 | $8,286+38.0% | $7,956+43.7% | $6,407+78.5% |
| Admin fee / account holder | $387 | $11,312-96.6% | $11,381-96.6% | $12,270-96.9% |