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 | $44,105 | $109,881-59.9% | $150,045-70.6% | $84,808-48.0% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 30.49% | 28.25%+2.2pp | 62.55%-32.1pp | 40.90%-10.4pp |
| Employer contribution / active EE | $3,224 | $3,561-9.5% | $4,693-31.3% | $2,631+22.5% |
| Participant deferral / active EE | $7,174 | $6,636+8.1% | $7,997-10.3% | $4,212+70.3% |
| Admin fee / account holder | $523 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |