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 | $62,480 | $127,065-50.8% | $113,168-44.8% | $142,382-56.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 21.04% | 24.03%-3.0pp | 24.27%-3.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,433 | $3,442+86.9% | $2,975+116.2% | $4,299+49.6% |
| Participant deferral / active EE | $11,045 | $5,716+93.2% | $5,107+116.3% | $6,507+69.7% |
| Admin fee / account holder | $2,756 | $15,736-82.5% | $12,068-77.2% | $12,624-78.2% |