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 | $62,688 | $58,208+7.7% | $81,812-23.4% | $80,856-22.5% |
| Participation rate | 74.0% | 63.4%+10.6pp | 72.3%+1.7pp | 67.6%+6.4pp |
| Annual return | 16.80% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,796 | $2,340-23.3% | $2,912-38.3% | $2,755-34.8% |
| Participant deferral / active EE | $3,067 | $3,281-6.5% | $4,319-29.0% | $4,296-28.6% |
| Admin fee / account holder | $2,244 | $4,981-54.9% | $7,386-69.6% | $6,918-67.6% |