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 | $25,045 | $48,230-48.1% | $67,502-62.9% | $80,856-69.0% |
| Participation rate | 93.3% | 66.4%+27.0pp | 72.9%+20.5pp | 67.6%+25.7pp |
| Annual return | 14.49% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,845 | $2,020+90.4% | $2,731+40.8% | $2,755+39.6% |
| Participant deferral / active EE | $5,404 | $2,924+84.8% | $4,000+35.1% | $4,296+25.8% |
| Admin fee / account holder | $1,546 | $3,681-58.0% | $3,998-61.3% | $6,918-77.6% |