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 3-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 | $118,643 | $214,378-44.7% | $200,582-40.9% | $142,382-16.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 23.69% | 46.41%-22.7pp | 42.33%-18.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $10,221 | $6,841+49.4% | $6,419+59.2% | $4,299+137.7% |
| Participant deferral / active EE | $18,669 | $9,865+89.2% | $9,331+100.1% | $6,507+186.9% |
| Admin fee / account holder | $30,214 | $17,692+70.8% | $16,305+85.3% | $12,624+139.3% |