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 | $52,552 | $111,754-53.0% | $103,333-49.1% | $145,922-64.0% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 24.38% | 24.77%-0.4pp | 24.88%-0.5pp | 561.29%-536.9pp |
| Employer contribution / active EE | $4,734 | $4,212+12.4% | $3,868+22.4% | $4,660+1.6% |
| Participant deferral / active EE | $14,042 | $5,619+149.9% | $5,057+177.7% | $6,688+110.0% |
| Admin fee / account holder | $3,305 | $9,750-66.1% | $8,355-60.4% | $13,397-75.3% |