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 | $100,773-56.8% | $88,946-51.1% | $142,382-69.4% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 20.23% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,516 | $2,918-13.8% | $2,555-1.5% | $4,299-41.5% |
| Participant deferral / active EE | $4,856 | $5,230-7.1% | $4,581+6.0% | $6,507-25.4% |
| Admin fee / account holder | $380 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |