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 | $79,467 | $77,503+2.5% | $100,391-20.8% | $80,856-1.7% |
| Participation rate | 97.6% | 76.9%+20.7pp | 81.5%+16.1pp | 67.6%+30.0pp |
| Annual return | 22.02% | 37.20%-15.2pp | 49.20%-27.2pp | 35.59%-13.6pp |
| Employer contribution / active EE | $6,160 | $2,801+119.9% | $3,942+56.3% | $2,755+123.6% |
| Participant deferral / active EE | $12,349 | $6,820+81.1% | $8,082+52.8% | $4,296+187.5% |
| Admin fee / account holder | $3,089 | $5,897-47.6% | $7,899-60.9% | $6,918-55.4% |