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 5-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 | $51,172 | $95,803-46.6% | $113,168-54.8% | $84,808-39.7% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 42.84% | 25.00%+17.8pp | 24.27%+18.6pp | 40.90%+1.9pp |
| Employer contribution / active EE | $3,047 | $2,360+29.1% | $2,975+2.4% | $2,631+15.8% |
| Participant deferral / active EE | $8,308 | $4,242+95.9% | $5,107+62.7% | $4,212+97.3% |
| Admin fee / account holder | $3,360 | $8,989-62.6% | $12,068-72.2% | $7,344-54.2% |