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 | $41,784 | $51,638-19.1% | $68,368-38.9% | $82,448-49.3% |
| Participation rate | 72.4% | 63.6%+8.8pp | 73.8%-1.3pp | 68.1%+4.3pp |
| Annual return | 16.14% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,089 | $2,047+2.1% | $2,649-21.1% | $2,551-18.1% |
| Participant deferral / active EE | $4,589 | $2,914+57.5% | $4,123+11.3% | $4,139+10.9% |
| Admin fee / account holder | $303 | $4,643-93.5% | $5,150-94.1% | $7,234-95.8% |