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 | $44,497 | $89,698-50.4% | $103,476-57.0% | $80,856-45.0% |
| Participation rate | 87.8% | 76.0%+11.8pp | 80.5%+7.2pp | 67.6%+20.1pp |
| Annual return | 27.62% | 22.78%+4.8pp | 23.90%+3.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $7,072 | $4,018+76.0% | $4,672+51.4% | $2,755+156.7% |
| Participant deferral / active EE | $15,308 | $5,456+180.6% | $6,623+131.2% | $4,296+256.4% |
| Admin fee / account holder | $6,950 | $6,768+2.7% | $9,413-26.2% | $6,918+0.5% |