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 | $42,038 | $114,381-63.2% | $107,525-60.9% | $142,382-70.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 17.06% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,535 | $4,015-36.9% | $3,754-32.5% | $4,299-41.0% |
| Participant deferral / active EE | $5,632 | $5,564+1.2% | $5,116+10.1% | $6,507-13.5% |
| Admin fee / account holder | $609 | $9,860-93.8% | $8,919-93.2% | $12,624-95.2% |