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 | $43,499 | $97,125-55.2% | $86,233-49.6% | $137,256-68.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 20.23% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,516 | $2,841-11.5% | $2,504+0.4% | $4,156-39.5% |
| Participant deferral / active EE | $4,856 | $5,180-6.2% | $4,559+6.5% | $6,407-24.2% |
| Admin fee / account holder | $380 | $9,725-96.1% | $8,342-95.4% | $12,270-96.9% |