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 | $27,182 | $93,571-71.0% | $135,903-80.0% | $75,163-63.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 27.84% | 30.90%-3.1pp | 68.23%-40.4pp | 160.62%-132.8pp |
| Employer contribution / active EE | $5,950 | $3,537+68.2% | $4,856+22.5% | $2,670+122.8% |
| Participant deferral / active EE | $9,461 | $6,404+47.7% | $7,758+22.0% | $4,125+129.4% |
| Admin fee / account holder | $436 | $6,975-93.8% | $10,762-96.0% | $5,651-92.3% |