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 | $105,490 | $214,378-50.8% | $200,582-47.4% | $142,382-25.9% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 20.67% | 46.41%-25.7pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $25,663 | $6,841+275.1% | $6,419+299.8% | $4,299+496.9% |
| Participant deferral / active EE | $15,062 | $9,865+52.7% | $9,331+61.4% | $6,507+131.5% |
| Admin fee / account holder | $1,452 | $17,692-91.8% | $16,305-91.1% | $12,624-88.5% |