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 7-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 | $47,264 | $80,724-41.4% | $103,333-54.3% | $74,495-36.6% |
| Participation rate | 89.9% | 65.7%+24.3pp | 74.5%+15.4pp | 67.2%+22.7pp |
| Annual return | 28.32% | 27.56%+0.8pp | 24.88%+3.4pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $4,659 | $3,157+47.5% | $3,868+20.4% | $2,623+77.6% |
| Participant deferral / active EE | $9,140 | $3,860+136.8% | $5,057+80.7% | $4,346+110.3% |
| Admin fee / account holder | $2,860 | $2,368+20.8% | $8,355-65.8% | $1,942+47.3% |