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 5-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 | $75,543 | $110,261-31.5% | $95,745-21.1% | $139,434-45.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 16.63% | 27.11%-10.5pp | 28.35%-11.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,170 | $3,257+120.1% | $2,835+152.9% | $4,751+50.9% |
| Participant deferral / active EE | $14,140 | $4,676+202.4% | $4,245+233.1% | $6,710+110.7% |
| Admin fee / account holder | $2,790 | $6,613-57.8% | $5,678-50.9% | $11,403-75.5% |