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 | $76,625 | $159,602-52.0% | $150,045-48.9% | $142,382-46.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 18.40% | 70.24%-51.8pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $10,799 | $4,961+117.7% | $4,693+130.1% | $4,299+151.2% |
| Participant deferral / active EE | $10,104 | $8,310+21.6% | $7,997+26.3% | $6,507+55.3% |
| Admin fee / account holder | $1,350 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |