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 | $65,482 | $106,515-38.5% | $96,683-32.3% | $139,434-53.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 23.65% | 38.43%-14.8pp | 35.69%-12.0pp | 372.94%-349.3pp |
| Employer contribution / active EE | $9,120 | $4,103+122.3% | $3,737+144.1% | $4,751+92.0% |
| Participant deferral / active EE | $12,897 | $5,454+136.5% | $4,878+164.4% | $6,710+92.2% |
| Admin fee / account holder | $445 | $7,877-94.3% | $6,730-93.4% | $11,403-96.1% |