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 | $82,871 | $163,101-49.2% | $136,749-39.4% | $142,382-41.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,691 | $4,117+135.4% | $3,400+185.1% | $4,299+125.4% |
| Participant deferral / active EE | $12,163 | $5,585+117.8% | $4,692+159.2% | $6,507+86.9% |
| Admin fee / account holder | $16,678 | $14,318+16.5% | $11,386+46.5% | $12,624+32.1% |