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 | $67,589 | $114,381-40.9% | $107,525-37.1% | $142,382-52.5% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 22.18% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,832 | $4,015-29.5% | $3,754-24.5% | $4,299-34.1% |
| Participant deferral / active EE | $7,615 | $5,564+36.9% | $5,116+48.9% | $6,507+17.0% |
| Admin fee / account holder | $5,175 | $9,860-47.5% | $8,919-42.0% | $12,624-59.0% |