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 | $38,724 | $172,478-77.5% | $145,661-73.4% | $142,382-72.8% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.2%+18.0pp | 80.1%+15.1pp |
| Annual return | 18.84% | 151.09%-132.2pp | 101.46%-82.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7,443 | $4,899+51.9% | $4,238+75.7% | $4,299+73.1% |
| Participant deferral / active EE | $11,580 | $8,348+38.7% | $7,198+60.9% | $6,507+78.0% |
| Admin fee / account holder | $7,253 | $16,864-57.0% | $12,466-41.8% | $12,624-42.5% |