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 | $35,548 | $73,933-51.9% | $96,683-63.2% | $75,163-52.7% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 14.08% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $14,388 | $2,928+391.4% | $3,737+285.0% | $2,670+438.9% |
| Participant deferral / active EE | $2,835 | $3,659-22.5% | $4,878-41.9% | $4,125-31.3% |
| Admin fee / account holder | $7,519 | $5,216+44.2% | $6,730+11.7% | $5,651+33.1% |