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 | $209,336-43.3% | $197,124-39.8% | $137,256-13.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 23.69% | 48.09%-24.4pp | 44.34%-20.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $10,221 | $6,591+55.1% | $6,227+64.1% | $4,156+145.9% |
| Participant deferral / active EE | $18,669 | $9,614+94.2% | $9,135+104.4% | $6,407+191.4% |
| Admin fee / account holder | $30,214 | $17,308+74.6% | $16,298+85.4% | $12,270+146.2% |