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 6-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 | $59,283 | $68,547-13.5% | $120,354-50.7% | $80,856-26.7% |
| Participation rate | 88.7% | 61.6%+27.1pp | 71.9%+16.8pp | 67.6%+21.0pp |
| Annual return | 15.97% | 23.60%-7.6pp | 107.15%-91.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $12,244 | $2,051+496.9% | $3,463+253.6% | $2,755+344.4% |
| Participant deferral / active EE | $13,429 | $3,173+323.2% | $4,991+169.1% | $4,296+212.6% |
| Admin fee / account holder | $3,834 | $5,732-33.1% | $9,423-59.3% | $6,918-44.6% |