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 5-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 | $41,887 | $192,717-78.3% | $142,449-70.6% | $139,434-70.0% |
| Participation rate | 88.9% | 81.5%+7.4pp | 76.8%+12.1pp | 80.3%+8.6pp |
| Annual return | 26.09% | 17.99%+8.1pp | 19.99%+6.1pp | 372.94%-346.9pp |
| Employer contribution / active EE | $7,007 | $5,806+20.7% | $4,847+44.6% | $4,751+47.5% |
| Participant deferral / active EE | $10,672 | $7,208+48.1% | $6,283+69.8% | $6,710+59.0% |
| Admin fee / account holder | $2,308 | $15,124-84.7% | $10,011-76.9% | $11,403-79.8% |