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 5-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 | $56,973 | $109,881-48.1% | $150,045-62.0% | $84,808-32.8% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 20.55% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $5,186 | $3,561+45.6% | $4,693+10.5% | $2,631+97.1% |
| Participant deferral / active EE | $11,970 | $6,636+80.4% | $7,997+49.7% | $4,212+184.2% |
| Admin fee / account holder | $3,448 | $8,568-59.8% | $13,435-74.3% | $7,344-53.0% |