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 | $62,972 | $127,065-50.4% | $113,168-44.4% | $142,382-55.8% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 23.28% | 24.03%-0.7pp | 24.27%-1.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,725 | $3,442-49.9% | $2,975-42.0% | $4,299-59.9% |
| Participant deferral / active EE | $20,684 | $5,716+261.8% | $5,107+305.0% | $6,507+217.9% |
| Admin fee / account holder | $301 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |