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 | $54,741 | $81,460-32.8% | $103,333-47.0% | $80,856-32.3% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 31.58% | 25.55%+6.0pp | 24.88%+6.7pp | 35.59%-4.0pp |
| Employer contribution / active EE | $3,533 | $3,105+13.8% | $3,868-8.7% | $2,755+28.3% |
| Participant deferral / active EE | $11,485 | $3,869+196.9% | $5,057+127.1% | $4,296+167.3% |
| Admin fee / account holder | $924 | $6,566-85.9% | $8,355-88.9% | $6,918-86.6% |