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 | $49,297 | $127,065-61.2% | $113,168-56.4% | $142,382-65.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 21.21% | 24.03%-2.8pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,629 | $3,442+34.5% | $2,975+55.6% | $4,299+7.7% |
| Participant deferral / active EE | $8,809 | $5,716+54.1% | $5,107+72.5% | $6,507+35.4% |
| Admin fee / account holder | $9,831 | $15,736-37.5% | $12,068-18.5% | $12,624-22.1% |