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 | $80,338 | $101,724-21.0% | $164,813-51.3% | $80,856-0.6% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 19.92% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $5,629 | $2,953+90.6% | $4,341+29.7% | $2,755+104.3% |
| Participant deferral / active EE | $9,236 | $4,477+106.3% | $6,031+53.1% | $4,296+115.0% |
| Admin fee / account holder | $12,779 | $8,227+55.3% | $12,690+0.7% | $6,918+84.7% |