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 | $65,078 | $118,427-45.0% | $66,042-1.5% | $142,382-54.3% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | 16.81% | 35.57%-18.8pp | 52.11%-35.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,346 | $2,570+108.0% | $1,579+238.5% | $4,299+24.3% |
| Participant deferral / active EE | $10,008 | $4,311+132.1% | $2,835+253.0% | $6,507+53.8% |
| Admin fee / account holder | $715 | $9,593-92.5% | $5,747-87.6% | $12,624-94.3% |