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 | $65,145 | $54,705+19.1% | $71,209-8.5% | $84,808-23.2% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 20.96% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,399 | $2,158+57.5% | $2,721+24.9% | $2,631+29.2% |
| Participant deferral / active EE | $7,301 | $3,030+140.9% | $4,175+74.9% | $4,212+73.4% |
| Admin fee / account holder | $1,417 | $4,863-70.9% | $5,349-73.5% | $7,344-80.7% |