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 4-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 | $39,646 | $111,535-64.5% | $105,223-62.3% | $137,256-71.1% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 19.72% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,623 | $3,939-8.0% | $3,689-1.8% | $4,156-12.8% |
| Participant deferral / active EE | $8,500 | $5,500+54.5% | $5,072+67.6% | $6,407+32.7% |
| Admin fee / account holder | $2,300 | $9,721-76.3% | $8,859-74.0% | $12,270-81.3% |