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 | $41,034 | $183,519-77.6% | $155,509-73.6% | $145,922-71.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 9.52% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,983 | $5,313-62.7% | $4,672-57.6% | $4,660-57.5% |
| Participant deferral / active EE | $7,193 | $6,462+11.3% | $5,626+27.9% | $6,688+7.6% |
| Admin fee / account holder | $1,663 | $19,313-91.4% | $15,912-89.5% | $13,397-87.6% |