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 | $64,085 | $87,166-26.5% | $76,735-16.5% | $137,256-53.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.87% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,550 | $2,904+125.5% | $2,454+166.9% | $4,156+57.6% |
| Participant deferral / active EE | $10,366 | $4,726+119.3% | $4,088+153.6% | $6,407+61.8% |
| Admin fee / account holder | $11,837 | $8,403+40.9% | $7,189+64.6% | $12,270-3.5% |