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 | $47,623 | $99,918-52.3% | $81,382-41.5% | $145,922-67.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 18.69% | 34.32%-15.6pp | 24.73%-6.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,826 | $2,978+62.1% | $2,463+96.0% | $4,660+3.6% |
| Participant deferral / active EE | $14,094 | $4,605+206.1% | $3,883+263.0% | $6,688+110.7% |
| Admin fee / account holder | $8,811 | $8,212+7.3% | $5,768+52.7% | $13,397-34.2% |