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 | $65,331 | $172,478-62.1% | $145,661-55.1% | $142,382-54.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.2%+8.5pp | 80.1%+5.6pp |
| Annual return | 29.10% | 151.09%-122.0pp | 101.46%-72.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $10,963 | $4,899+123.8% | $4,238+158.7% | $4,299+155.0% |
| Participant deferral / active EE | $15,310 | $8,348+83.4% | $7,198+112.7% | $6,507+135.3% |
| Admin fee / account holder | $335 | $16,864-98.0% | $12,466-97.3% | $12,624-97.3% |