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 4-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 | $44,501 | $103,966-57.2% | $112,887-60.6% | $75,163-40.8% |
| Participation rate | 95.2% | 75.7%+19.6pp | 80.5%+14.7pp | 67.2%+28.0pp |
| Annual return | 107.31% | 24.54%+82.8pp | 34.10%+73.2pp | 160.62%-53.3pp |
| Employer contribution / active EE | $4,921 | $3,870+27.1% | $4,563+7.8% | $2,670+84.3% |
| Participant deferral / active EE | $10,732 | $5,456+96.7% | $6,513+64.8% | $4,125+160.2% |
| Admin fee / account holder | $1,220 | $7,663-84.1% | $7,047-82.7% | $5,651-78.4% |