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 | $65,469 | $94,338-30.6% | $100,534-34.9% | $142,382-54.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.02% | 29.20%-12.2pp | 32.66%-15.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,814 | $4,237+37.2% | $4,346+33.8% | $4,299+35.2% |
| Participant deferral / active EE | $12,496 | $5,934+110.6% | $6,144+103.4% | $6,507+92.0% |
| Admin fee / account holder | $1,510 | $8,421-82.1% | $7,654-80.3% | $12,624-88.0% |