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 | $29,544 | $70,669-58.2% | $169,368-82.6% | $75,163-60.7% |
| Participation rate | 70.4% | 64.8%+5.6pp | 77.1%-6.8pp | 67.2%+3.2pp |
| Annual return | 22.90% | 36.36%-13.5pp | 405.60%-382.7pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,361 | $2,211-38.5% | $4,013-66.1% | $2,670-49.0% |
| Participant deferral / active EE | $10,247 | $4,311+137.7% | $6,221+64.7% | $4,125+148.4% |
| Admin fee / account holder | $2,070 | $5,402-61.7% | $9,003-77.0% | $5,651-63.4% |