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 | $63,259 | $124,425-49.2% | $112,040-43.5% | $137,256-53.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.58% | 24.72%-0.1pp | 24.52%+0.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $5,070 | $3,411+48.6% | $2,954+71.6% | $4,156+22.0% |
| Participant deferral / active EE | $12,821 | $5,718+124.2% | $5,098+151.5% | $6,407+100.1% |
| Admin fee / account holder | $3,996 | $15,207-73.7% | $12,098-67.0% | $12,270-67.4% |