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 | $57,698 | $117,983-51.1% | $101,794-43.3% | $142,382-59.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 20.37% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,307 | $2,773+91.4% | $2,289+131.8% | $4,299+23.4% |
| Participant deferral / active EE | $10,585 | $4,714+124.6% | $4,084+159.2% | $6,507+62.7% |
| Admin fee / account holder | $2,569 | $10,433-75.4% | $8,777-70.7% | $12,624-79.7% |