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 | $32,426 | $63,764-49.1% | $81,930-60.4% | $79,858-59.4% |
| Participation rate | 94.7% | 67.5%+27.2pp | 72.0%+22.7pp | 69.6%+25.1pp |
| Annual return | 52.70% | 22.66%+30.0pp | 29.49%+23.2pp | 31.71%+21.0pp |
| Employer contribution / active EE | $2,626 | $1,795+46.3% | $4,310-39.1% | $2,471+6.3% |
| Participant deferral / active EE | $4,844 | $2,780+74.2% | $7,107-31.8% | $3,740+29.5% |
| Admin fee / account holder | $1,108 | $4,426-75.0% | $5,158-78.5% | $5,306-79.1% |