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 | $37,174 | $54,517-31.8% | $75,972-51.1% | $74,495-50.1% |
| Participation rate | 95.8% | 60.3%+35.4pp | 69.1%+26.7pp | 67.2%+28.6pp |
| Annual return | 16.81% | 31.82%-15.0pp | 359.55%-342.7pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,302 | $1,777+85.8% | $2,685+23.0% | $2,623+25.9% |
| Participant deferral / active EE | $6,192 | $3,066+102.0% | $4,255+45.5% | $4,346+42.5% |
| Admin fee / account holder | $2,040 | $2,229-8.5% | $6,467-68.4% | $1,942+5.1% |