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 | $80,402 | $53,516+50.2% | $126,539-36.5% | $84,808-5.2% |
| Participation rate | 92.3% | 58.2%+34.1pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 19.53% | 58.34%-38.8pp | 425.95%-406.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,517 | $1,535+129.2% | $3,674-4.3% | $2,631+33.7% |
| Participant deferral / active EE | $5,154 | $2,671+93.0% | $4,083+26.2% | $4,212+22.4% |
| Admin fee / account holder | $4,630 | $4,497+3.0% | $6,065-23.7% | $7,344-37.0% |