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 9-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 | $45,697 | $109,881-58.4% | $150,045-69.5% | $84,808-46.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $6,077 | $3,561+70.7% | $4,693+29.5% | $2,631+131.0% |
| Participant deferral / active EE | $11,654 | $6,636+75.6% | $7,997+45.7% | $4,212+176.7% |
| Admin fee / account holder | $13,169 | $8,568+53.7% | $13,435-2.0% | $7,344+79.3% |