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 | $37,736 | $108,919-65.4% | $100,391-62.4% | $145,922-74.1% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 16.86% | 57.88%-41.0pp | 49.20%-32.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,483 | $4,419-21.2% | $3,942-11.6% | $4,660-25.2% |
| Participant deferral / active EE | $10,016 | $8,445+18.6% | $8,082+23.9% | $6,688+49.8% |
| Admin fee / account holder | $757 | $9,689-92.2% | $7,899-90.4% | $13,397-94.3% |