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 | $74,092 | $109,881-32.6% | $150,045-50.6% | $84,808-12.6% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 30.80% | 28.25%+2.6pp | 62.55%-31.7pp | 40.90%-10.1pp |
| Employer contribution / active EE | $4,685 | $3,561+31.6% | $4,693-0.2% | $2,631+78.1% |
| Participant deferral / active EE | $10,155 | $6,636+53.0% | $7,997+27.0% | $4,212+141.1% |
| Admin fee / account holder | $6,719 | $8,568-21.6% | $13,435-50.0% | $7,344-8.5% |