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 | $22,708 | $93,571-75.7% | $135,903-83.3% | $75,163-69.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 36.47% | 30.90%+5.6pp | 68.23%-31.8pp | 160.62%-124.1pp |
| Employer contribution / active EE | $4,547 | $3,537+28.6% | $4,856-6.4% | $2,670+70.3% |
| Participant deferral / active EE | $8,129 | $6,404+26.9% | $7,758+4.8% | $4,125+97.1% |
| Admin fee / account holder | $1,383 | $6,975-80.2% | $10,762-87.1% | $5,651-75.5% |