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 | $67,026 | $104,974-36.2% | $95,585-29.9% | $142,382-52.9% |
| Participation rate | 78.9% | 75.0%+4.0pp | 72.1%+6.9pp | 80.1%-1.2pp |
| Annual return | 28.52% | 210.33%-181.8pp | 38.56%-10.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $4,175 | $2,779+50.3% | $2,527+65.3% | $4,299-2.9% |
| Participant deferral / active EE | $9,424 | $4,352+116.6% | $4,023+134.3% | $6,507+44.8% |
| Admin fee / account holder | $5,211 | $6,386-18.4% | $6,127-15.0% | $12,624-58.7% |