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 | $59,459 | $80,673-26.3% | $101,326-41.3% | $84,808-29.9% |
| Participation rate | 98.2% | 77.8%+20.5pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 20.03% | 38.95%-18.9pp | 36.82%-16.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,706 | $2,698+74.4% | $3,665+28.4% | $2,631+78.9% |
| Participant deferral / active EE | $13,318 | $6,840+94.7% | $7,994+66.6% | $4,212+216.2% |
| Admin fee / account holder | $4,822 | $12,784-62.3% | $11,185-56.9% | $7,344-34.3% |