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 | $99,579 | $214,378-53.5% | $200,582-50.4% | $142,382-30.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 15.51% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,024 | $6,841-70.4% | $6,419-68.5% | $4,299-52.9% |
| Participant deferral / active EE | $5,927 | $9,865-39.9% | $9,331-36.5% | $6,507-8.9% |
| Admin fee / account holder | $483 | $17,692-97.3% | $16,305-97.0% | $12,624-96.2% |