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 | $48,851 | $86,929-43.8% | $102,423-52.3% | $80,856-39.6% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 40.54% | 18.88%+21.7pp | 29.32%+11.2pp | 35.59%+4.9pp |
| Employer contribution / active EE | $3,713 | $2,369+56.7% | $3,023+22.8% | $2,755+34.8% |
| Participant deferral / active EE | $10,841 | $4,118+163.2% | $5,053+114.6% | $4,296+152.4% |
| Admin fee / account holder | $5,577 | $8,049-30.7% | $9,451-41.0% | $6,918-19.4% |