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 | $63,866 | $159,602-60.0% | $150,045-57.4% | $142,382-55.1% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 32.54% | 70.24%-37.7pp | 62.55%-30.0pp | 217.08%-184.5pp |
| Employer contribution / active EE | $11,625 | $4,961+134.3% | $4,693+147.7% | $4,299+170.4% |
| Participant deferral / active EE | $23,886 | $8,310+187.4% | $7,997+198.7% | $6,507+267.1% |
| Admin fee / account holder | $12,976 | $14,846-12.6% | $13,435-3.4% | $12,624+2.8% |