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 | $60,073 | $114,381-47.5% | $107,525-44.1% | $142,382-57.8% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 15.32% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,629 | $4,015-9.6% | $3,754-3.3% | $4,299-15.6% |
| Participant deferral / active EE | $3,772 | $5,564-32.2% | $5,116-26.3% | $6,507-42.0% |
| Admin fee / account holder | $11,101 | $9,860+12.6% | $8,919+24.5% | $12,624-12.1% |