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 | $59,415 | $209,336-71.6% | $197,124-69.9% | $137,256-56.7% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 21.41% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $7,792 | $6,591+18.2% | $6,227+25.1% | $4,156+87.5% |
| Participant deferral / active EE | $17,476 | $9,614+81.8% | $9,135+91.3% | $6,407+172.8% |
| Admin fee / account holder | $10,170 | $17,308-41.2% | $16,298-37.6% | $12,270-17.1% |