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 | $39,684 | $185,822-78.6% | $169,993-76.7% | $139,434-71.5% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 78.58% | 60.50%+18.1pp | 53.37%+25.2pp | 372.94%-294.4pp |
| Employer contribution / active EE | $3,097 | $7,590-59.2% | $6,785-54.4% | $4,751-34.8% |
| Participant deferral / active EE | $6,311 | $11,622-45.7% | $10,408-39.4% | $6,710-6.0% |
| Admin fee / account holder | $921 | $15,381-94.0% | $12,815-92.8% | $11,403-91.9% |