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 3-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 | $65,768 | $97,125-32.3% | $86,233-23.7% | $137,256-52.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 22.53% | 74.19%-51.7pp | 61.39%-38.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $22,386 | $2,841+687.9% | $2,504+793.9% | $4,156+438.6% |
| Participant deferral / active EE | $26,161 | $5,180+405.1% | $4,559+473.8% | $6,407+308.3% |
| Admin fee / account holder | $548 | $9,725-94.4% | $8,342-93.4% | $12,270-95.5% |