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 | $69,012 | $81,248-15.1% | $155,509-55.6% | $80,856-14.6% |
| Participation rate | 89.2% | 66.2%+23.0pp | 78.2%+11.0pp | 67.6%+21.6pp |
| Annual return | 19.61% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $18,558 | $3,100+498.6% | $4,672+297.2% | $2,755+573.6% |
| Participant deferral / active EE | $11,479 | $3,452+232.6% | $5,626+104.0% | $4,296+167.2% |
| Admin fee / account holder | $7,780 | $7,997-2.7% | $15,912-51.1% | $6,918+12.5% |