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 | $46,334 | $148,978-68.9% | $200,582-76.9% | $84,808-45.4% |
| Participation rate | 97.4% | 84.2%+13.2pp | 86.9%+10.6pp | 68.3%+29.1pp |
| Annual return | 26.87% | 28.16%-1.3pp | 42.33%-15.5pp | 40.90%-14.0pp |
| Employer contribution / active EE | $5,767 | $4,815+19.8% | $6,419-10.2% | $2,631+119.2% |
| Participant deferral / active EE | $7,191 | $7,142+0.7% | $9,331-22.9% | $4,212+70.7% |
| Admin fee / account holder | $4,198 | $13,977-70.0% | $16,305-74.2% | $7,344-42.8% |