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 | $50,576 | $125,758-59.8% | $169,993-70.2% | $75,163-32.7% |
| Participation rate | 93.5% | 83.6%+9.9pp | 87.0%+6.5pp | 67.2%+26.3pp |
| Annual return | 36.05% | 27.20%+8.9pp | 53.37%-17.3pp | 160.62%-124.6pp |
| Employer contribution / active EE | $2,462 | $4,615-46.7% | $6,785-63.7% | $2,670-7.8% |
| Participant deferral / active EE | $7,692 | $6,837+12.5% | $10,408-26.1% | $4,125+86.5% |
| Admin fee / account holder | $8,027 | $8,173-1.8% | $12,815-37.4% | $5,651+42.0% |