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 | $83,633 | $209,336-60.0% | $197,124-57.6% | $137,256-39.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 38.14% | 48.09%-9.9pp | 44.34%-6.2pp | 220.34%-182.2pp |
| Employer contribution / active EE | $8,027 | $6,591+21.8% | $6,227+28.9% | $4,156+93.1% |
| Participant deferral / active EE | $16,272 | $9,614+69.3% | $9,135+78.1% | $6,407+154.0% |
| Admin fee / account holder | $10,807 | $17,308-37.6% | $16,298-33.7% | $12,270-11.9% |