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 3-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 | $30,035 | $81,248-63.0% | $155,509-80.7% | $80,856-62.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 38.53% | 33.31%+5.2pp | 64.67%-26.1pp | 35.59%+2.9pp |
| Employer contribution / active EE | $4,722 | $3,100+52.3% | $4,672+1.1% | $2,755+71.4% |
| Participant deferral / active EE | $3,695 | $3,452+7.1% | $5,626-34.3% | $4,296-14.0% |
| Admin fee / account holder | $8,336 | $7,997+4.2% | $15,912-47.6% | $6,918+20.5% |