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 5-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 | $31,192 | $72,012-56.7% | $185,823-83.2% | $79,858-60.9% |
| Participation rate | 94.5% | 65.8%+28.8pp | 78.0%+16.5pp | 69.6%+24.9pp |
| Annual return | 46.67% | 23.12%+23.6pp | 35.95%+10.7pp | 31.71%+15.0pp |
| Employer contribution / active EE | $3,106 | $1,965+58.1% | $4,087-24.0% | $2,471+25.7% |
| Participant deferral / active EE | $7,813 | $3,779+106.8% | $5,632+38.7% | $3,740+108.9% |
| Admin fee / account holder | $1,672 | $4,513-62.9% | $9,500-82.4% | $5,306-68.5% |