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 | $23,660 | $108,919-78.3% | $100,391-76.4% | $145,922-83.8% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 16.22% | 57.88%-41.7pp | 49.20%-33.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,287 | $4,419-25.6% | $3,942-16.6% | $4,660-29.5% |
| Participant deferral / active EE | $15,402 | $8,445+82.4% | $8,082+90.6% | $6,688+130.3% |
| Admin fee / account holder | $1,403 | $9,689-85.5% | $7,899-82.2% | $13,397-89.5% |