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 | $50,975 | $172,111-70.4% | $150,298-66.1% | $137,256-62.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.60% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,497 | $4,636-46.1% | $4,154-39.9% | $4,156-39.9% |
| Participant deferral / active EE | $11,967 | $6,166+94.1% | $5,453+119.5% | $6,407+86.8% |
| Admin fee / account holder | $320 | $16,471-98.1% | $14,116-97.7% | $12,270-97.4% |