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 | $47,721 | $71,050-32.8% | $93,606-49.0% | $80,856-41.0% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.6%+25.9pp |
| Annual return | 77.02% | 11.26%+65.8pp | 133.20%-56.2pp | 35.59%+41.4pp |
| Employer contribution / active EE | $4,108 | $1,564+162.7% | $2,420+69.8% | $2,755+49.1% |
| Participant deferral / active EE | $8,966 | $4,034+122.3% | $4,411+103.3% | $4,296+108.7% |
| Admin fee / account holder | $1,004 | $6,945-85.5% | $8,285-87.9% | $6,918-85.5% |