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 | $51,389 | $76,407-32.7% | $150,298-65.8% | $82,448-37.7% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 21.37% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $5,921 | $2,614+126.5% | $4,154+42.5% | $2,551+132.1% |
| Participant deferral / active EE | $3,007 | $3,214-6.4% | $5,453-44.8% | $4,139-27.3% |
| Admin fee / account holder | $575 | $6,352-90.9% | $14,116-95.9% | $7,234-92.0% |