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 6-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 | $51,491 | $106,749-51.8% | $145,433-64.6% | $82,448-37.5% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 14.63% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,151 | $3,444-8.5% | $4,554-30.8% | $2,551+23.5% |
| Participant deferral / active EE | $11,405 | $6,519+75.0% | $7,897+44.4% | $4,139+175.5% |
| Admin fee / account holder | $4,921 | $8,390-41.3% | $13,129-62.5% | $7,234-32.0% |