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 3-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 | $47,170 | $54,517-13.5% | $75,972-37.9% | $74,495-36.7% |
| Participation rate | 71.2% | 60.3%+10.9pp | 69.1%+2.1pp | 67.2%+4.0pp |
| Annual return | 39.04% | 31.82%+7.2pp | 359.55%-320.5pp | 1364.94%-1325.9pp |
| Employer contribution / active EE | $2,914 | $1,777+64.0% | $2,685+8.5% | $2,623+11.1% |
| Participant deferral / active EE | $6,711 | $3,066+118.9% | $4,255+57.7% | $4,346+54.4% |
| Admin fee / account holder | $1,039 | $2,229-53.4% | $6,467-83.9% | $1,942-46.5% |