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 | $70,026 | $79,944-12.4% | $98,439-28.9% | $75,163-6.8% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | 23.48% | 19.75%+3.7pp | 21.16%+2.3pp | 160.62%-137.1pp |
| Employer contribution / active EE | $6,835 | $2,264+201.9% | $3,048+124.2% | $2,670+156.0% |
| Participant deferral / active EE | $7,309 | $3,752+94.8% | $4,738+54.3% | $4,125+77.2% |
| Admin fee / account holder | $11,032 | $6,840+61.3% | $8,948+23.3% | $5,651+95.2% |