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 | $95,453-46.8% | $112,040-54.7% | $82,448-38.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 19.67% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $4,718 | $2,318+103.5% | $2,954+59.7% | $2,551+84.9% |
| Participant deferral / active EE | $9,948 | $4,224+135.5% | $5,098+95.1% | $4,139+140.3% |
| Admin fee / account holder | $531 | $9,013-94.1% | $12,098-95.6% | $7,234-92.7% |