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 | $67,287 | $124,425-45.9% | $112,040-39.9% | $137,256-51.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.96% | 24.72%-3.8pp | 24.52%-3.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $6,249 | $3,411+83.2% | $2,954+111.6% | $4,156+50.4% |
| Participant deferral / active EE | $11,189 | $5,718+95.7% | $5,098+119.5% | $6,407+74.6% |
| Admin fee / account holder | $634 | $15,207-95.8% | $12,098-94.8% | $12,270-94.8% |