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 6-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 | $29,664 | $162,781-81.8% | $133,956-77.9% | $158,922-81.3% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 27.07% | 41.94%-14.9pp | 45.09%-18.0pp | 302.83%-275.8pp |
| Employer contribution / active EE | $6,365 | $4,975+27.9% | $3,919+62.4% | $4,761+33.7% |
| Participant deferral / active EE | $7,976 | $5,911+34.9% | $5,048+58.0% | $5,982+33.3% |
| Admin fee / account holder | $5,319 | $11,736-54.7% | $8,927-40.4% | $11,246-52.7% |