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 | $58,639 | $94,338-37.8% | $100,534-41.7% | $142,382-58.8% |
| Participation rate | 81.8% | 81.7%+0.1pp | 80.6%+1.2pp | 80.1%+1.7pp |
| Annual return | 25.06% | 29.20%-4.1pp | 32.66%-7.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $6,036 | $4,237+42.5% | $4,346+38.9% | $4,299+40.4% |
| Participant deferral / active EE | $13,021 | $5,934+119.4% | $6,144+111.9% | $6,507+100.1% |
| Admin fee / account holder | $2,622 | $8,421-68.9% | $7,654-65.7% | $12,624-79.2% |