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 | $56,166 | $114,381-50.9% | $107,525-47.8% | $142,382-60.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 17.69% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,853 | $4,015-28.9% | $3,754-24.0% | $4,299-33.6% |
| Participant deferral / active EE | $11,481 | $5,564+106.3% | $5,116+124.4% | $6,507+76.4% |
| Admin fee / account holder | $7,249 | $9,860-26.5% | $8,919-18.7% | $12,624-42.6% |