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 | $61,226 | $106,584-42.6% | $101,326-39.6% | $142,382-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.76% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,642 | $3,956+17.4% | $3,665+26.7% | $4,299+8.0% |
| Participant deferral / active EE | $8,517 | $8,297+2.7% | $7,994+6.5% | $6,507+30.9% |
| Admin fee / account holder | $411 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |