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 | $50,794 | $95,803-47.0% | $113,168-55.1% | $84,808-40.1% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 19.67% | 25.00%-5.3pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,718 | $2,360+99.9% | $2,975+58.6% | $2,631+79.3% |
| Participant deferral / active EE | $9,948 | $4,242+134.5% | $5,107+94.8% | $4,212+136.2% |
| Admin fee / account holder | $531 | $8,989-94.1% | $12,068-95.6% | $7,344-92.8% |