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 4-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 | $36,097 | $93,571-61.4% | $135,903-73.4% | $75,163-52.0% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 36.90% | 30.90%+6.0pp | 68.23%-31.3pp | 160.62%-123.7pp |
| Employer contribution / active EE | $4,007 | $3,537+13.3% | $4,856-17.5% | $2,670+50.1% |
| Participant deferral / active EE | $7,242 | $6,404+13.1% | $7,758-6.7% | $4,125+75.6% |
| Admin fee / account holder | $2,680 | $6,975-61.6% | $10,762-75.1% | $5,651-52.6% |