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 | $45,066 | $95,266-52.7% | $82,389-45.3% | $142,382-68.3% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.5%+11.4pp | 80.1%+0.8pp |
| Annual return | 74.67% | 25.74%+48.9pp | 28.67%+46.0pp | 217.08%-142.4pp |
| Employer contribution / active EE | $4,099 | $2,991+37.0% | $2,517+62.9% | $4,299-4.7% |
| Participant deferral / active EE | $11,914 | $4,809+147.7% | $4,155+186.8% | $6,507+83.1% |
| Admin fee / account holder | $1,040 | $8,563-87.8% | $7,231-85.6% | $12,624-91.8% |