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 | $30,130 | $64,839-53.5% | $95,585-68.5% | $84,808-64.5% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.1%+3.9pp | 68.3%+7.7pp |
| Annual return | 23.82% | -670.96%+694.8pp | 38.56%-14.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $3,414 | $1,759+94.1% | $2,527+35.1% | $2,631+29.8% |
| Participant deferral / active EE | $3,811 | $2,965+28.5% | $4,023-5.3% | $4,212-9.5% |
| Admin fee / account holder | $2,192 | $5,964-63.2% | $6,127-64.2% | $7,344-70.2% |