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 6-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 | $62,576 | $78,520-20.3% | $96,576-35.2% | $82,448-24.1% |
| Participation rate | 90.3% | 77.7%+12.5pp | 81.4%+8.8pp | 68.1%+22.2pp |
| Annual return | 21.52% | 41.30%-19.8pp | 38.47%-17.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $6,628 | $2,630+152.1% | $3,553+86.5% | $2,551+159.8% |
| Participant deferral / active EE | $14,003 | $6,754+107.3% | $7,956+76.0% | $4,139+238.3% |
| Admin fee / account holder | $2,082 | $13,455-84.5% | $11,381-81.7% | $7,234-71.2% |