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 | $45,559 | $100,326-54.6% | $180,183-74.7% | $84,808-46.3% |
| Participation rate | 95.4% | 71.0%+24.4pp | 77.4%+17.9pp | 68.3%+27.1pp |
| Annual return | 29.26% | 17.86%+11.4pp | 27.86%+1.4pp | 40.90%-11.6pp |
| Employer contribution / active EE | $6,331 | $3,269+93.6% | $5,039+25.6% | $2,631+140.6% |
| Participant deferral / active EE | $8,528 | $5,066+68.3% | $6,822+25.0% | $4,212+102.5% |
| Admin fee / account holder | $4,516 | $9,674-53.3% | $19,975-77.4% | $7,344-38.5% |