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 | $62,332 | $89,753-30.6% | $107,525-42.0% | $84,808-26.5% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 38.88% | 29.48%+9.4pp | 181.32%-142.4pp | 40.90%-2.0pp |
| Employer contribution / active EE | $3,050 | $3,113-2.0% | $3,754-18.7% | $2,631+15.9% |
| Participant deferral / active EE | $6,738 | $4,056+66.1% | $5,116+31.7% | $4,212+60.0% |
| Admin fee / account holder | $9,167 | $7,222+26.9% | $8,919+2.8% | $7,344+24.8% |