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 | $56,828 | $93,170-39.0% | $100,534-43.5% | $84,808-33.0% |
| Participation rate | 73.4% | 75.8%-2.4pp | 80.6%-7.2pp | 68.3%+5.1pp |
| Annual return | 25.80% | 47.13%-21.3pp | 32.66%-6.9pp | 40.90%-15.1pp |
| Employer contribution / active EE | $4,897 | $3,985+22.9% | $4,346+12.7% | $2,631+86.1% |
| Participant deferral / active EE | $7,091 | $5,699+24.4% | $6,144+15.4% | $4,212+68.4% |
| Admin fee / account holder | $2,150 | $7,382-70.9% | $7,654-71.9% | $7,344-70.7% |