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 | $72,819 | $214,378-66.0% | $200,582-63.7% | $142,382-48.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 23.37% | 46.41%-23.0pp | 42.33%-19.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,684 | $6,841-60.8% | $6,419-58.2% | $4,299-37.6% |
| Participant deferral / active EE | $9,817 | $9,865-0.5% | $9,331+5.2% | $6,507+50.9% |
| Admin fee / account holder | $734 | $17,692-95.9% | $16,305-95.5% | $12,624-94.2% |