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 | $56,899 | $94,031-39.5% | $115,768-50.9% | $82,448-31.0% |
| Participation rate | 95.6% | 70.4%+25.1pp | 74.4%+21.2pp | 68.1%+27.5pp |
| Annual return | 22.77% | 20.61%+2.2pp | 100.46%-77.7pp | 41.64%-18.9pp |
| Employer contribution / active EE | $6,649 | $2,323+186.2% | $2,940+126.2% | $2,551+160.7% |
| Participant deferral / active EE | $6,838 | $3,972+72.2% | $4,917+39.1% | $4,139+65.2% |
| Admin fee / account holder | $1,781 | $10,249-82.6% | $12,439-85.7% | $7,234-75.4% |