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 | $52,941 | $118,427-55.3% | $66,042-19.8% | $142,382-62.8% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 18.67% | 35.57%-16.9pp | 52.11%-33.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,032 | $2,570+56.9% | $1,579+155.3% | $4,299-6.2% |
| Participant deferral / active EE | $1,640 | $4,311-62.0% | $2,835-42.2% | $6,507-74.8% |
| Admin fee / account holder | $326 | $9,593-96.6% | $5,747-94.3% | $12,624-97.4% |