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 3-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 | $38,050 | $77,503-50.9% | $100,391-62.1% | $80,856-52.9% |
| Participation rate | 88.6% | 76.9%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 41.28% | 37.20%+4.1pp | 49.20%-7.9pp | 35.59%+5.7pp |
| Employer contribution / active EE | $7,481 | $2,801+167.1% | $3,942+89.8% | $2,755+171.6% |
| Participant deferral / active EE | $9,596 | $6,820+40.7% | $8,082+18.7% | $4,296+123.4% |
| Admin fee / account holder | $5,396 | $5,897-8.5% | $7,899-31.7% | $6,918-22.0% |