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 3-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 | $65,311 | $94,338-30.8% | $100,534-35.0% | $142,382-54.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 25.75% | 29.20%-3.5pp | 32.66%-6.9pp | 217.08%-191.3pp |
| Employer contribution / active EE | $8,565 | $4,237+102.2% | $4,346+97.1% | $4,299+99.2% |
| Participant deferral / active EE | $16,332 | $5,934+175.2% | $6,144+165.8% | $6,507+151.0% |
| Admin fee / account holder | $6,142 | $8,421-27.1% | $7,654-19.8% | $12,624-51.3% |