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 | $32,016 | $68,719-53.4% | $91,541-65.0% | $84,808-62.2% |
| Participation rate | 95.2% | 64.5%+30.7pp | 69.8%+25.4pp | 68.3%+26.9pp |
| Annual return | 47.03% | 19.12%+27.9pp | 20.50%+26.5pp | 40.90%+6.1pp |
| Employer contribution / active EE | $2,054 | $1,920+7.0% | $2,505-18.0% | $2,631-21.9% |
| Participant deferral / active EE | $5,280 | $3,136+68.4% | $4,008+31.8% | $4,212+25.4% |
| Admin fee / account holder | $1,921 | $5,786-66.8% | $6,956-72.4% | $7,344-73.8% |