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 | $106,584-46.8% | $101,326-44.0% | $142,382-60.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 77.78% | 36.93%+40.9pp | 36.82%+41.0pp | 217.08%-139.3pp |
| Employer contribution / active EE | $2,917 | $3,956-26.3% | $3,665-20.4% | $4,299-32.2% |
| Participant deferral / active EE | $11,437 | $8,297+37.8% | $7,994+43.1% | $6,507+75.8% |
| Admin fee / account holder | $387 | $11,446-96.6% | $11,185-96.5% | $12,624-96.9% |