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 5-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 | $48,326 | $78,485-38.4% | $106,213-54.5% | $74,495-35.1% |
| Participation rate | 83.7% | 72.8%+10.8pp | 75.3%+8.4pp | 67.2%+16.5pp |
| Annual return | 15.19% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,306 | $2,523+70.7% | $3,171+35.8% | $2,623+64.2% |
| Participant deferral / active EE | $6,885 | $4,322+59.3% | $5,016+37.3% | $4,346+58.4% |
| Admin fee / account holder | $4,421 | $2,232+98.1% | $11,033-59.9% | $1,942+127.7% |