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 | $108,940 | $109,881-0.9% | $150,045-27.4% | $84,808+28.5% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 32.40% | 28.25%+4.1pp | 62.55%-30.2pp | 40.90%-8.5pp |
| Employer contribution / active EE | $5,624 | $3,561+57.9% | $4,693+19.8% | $2,631+113.8% |
| Participant deferral / active EE | $15,861 | $6,636+139.0% | $7,997+98.3% | $4,212+276.6% |
| Admin fee / account holder | $1,140 | $8,568-86.7% | $13,435-91.5% | $7,344-84.5% |