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 | $95,453-46.4% | $112,040-54.3% | $82,448-37.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 42.84% | 23.92%+18.9pp | 24.52%+18.3pp | 41.64%+1.2pp |
| Employer contribution / active EE | $3,047 | $2,318+31.4% | $2,954+3.1% | $2,551+19.4% |
| Participant deferral / active EE | $8,308 | $4,224+96.7% | $5,098+63.0% | $4,139+100.7% |
| Admin fee / account holder | $3,360 | $9,013-62.7% | $12,098-72.2% | $7,234-53.6% |