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 | $33,190 | $91,407-63.7% | $135,903-75.6% | $71,457-53.6% |
| Participation rate | 96.0% | 75.7%+20.3pp | 81.9%+14.1pp | 67.9%+28.1pp |
| Annual return | 38.98% | 29.90%+9.1pp | 68.23%-29.2pp | 28.85%+10.1pp |
| Employer contribution / active EE | $5,417 | $3,703+46.3% | $4,856+11.5% | $2,588+109.3% |
| Participant deferral / active EE | $10,786 | $7,092+52.1% | $7,758+39.0% | $4,289+151.5% |
| Admin fee / account holder | $3,275 | $1,266+158.7% | $10,762-69.6% | $1,587+106.3% |