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 | $53,664 | $109,881-51.2% | $150,045-64.2% | $84,808-36.7% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 16.19% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,665 | $3,561+31.0% | $4,693-0.6% | $2,631+77.3% |
| Participant deferral / active EE | $11,725 | $6,636+76.7% | $7,997+46.6% | $4,212+178.4% |
| Admin fee / account holder | $12,269 | $8,568+43.2% | $13,435-8.7% | $7,344+67.1% |