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 6-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 | $59,349 | $88,672-33.1% | $105,223-43.6% | $82,448-28.0% |
| Participation rate | 72.7% | 67.9%+4.8pp | 75.0%-2.3pp | 68.1%+4.7pp |
| Annual return | 20.72% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,956 | $3,048+29.8% | $3,689+7.3% | $2,551+55.1% |
| Participant deferral / active EE | $10,379 | $4,036+157.2% | $5,072+104.6% | $4,139+150.7% |
| Admin fee / account holder | $1,550 | $7,146-78.3% | $8,859-82.5% | $7,234-78.6% |