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 | $60,220 | $106,749-43.6% | $145,433-58.6% | $82,448-27.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.51% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $5,215 | $3,444+51.4% | $4,554+14.5% | $2,551+104.4% |
| Participant deferral / active EE | $11,593 | $6,519+77.9% | $7,897+46.8% | $4,139+180.1% |
| Admin fee / account holder | $607 | $8,390-92.8% | $13,129-95.4% | $7,234-91.6% |