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 | $40,529 | $214,378-81.1% | $200,582-79.8% | $142,382-71.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.47% | 46.41%-33.9pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $8,410 | $6,841+22.9% | $6,419+31.0% | $4,299+95.6% |
| Participant deferral / active EE | $13,265 | $9,865+34.5% | $9,331+42.2% | $6,507+103.9% |
| Admin fee / account holder | $28,474 | $17,692+60.9% | $16,305+74.6% | $12,624+125.6% |