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 | $40,009 | $51,576-22.4% | $129,207-69.0% | $80,856-50.5% |
| Participation rate | 98.6% | 57.0%+41.7pp | 69.6%+29.0pp | 67.6%+31.0pp |
| Annual return | 16.22% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,878 | $1,584+18.6% | $4,153-54.8% | $2,755-31.8% |
| Participant deferral / active EE | $4,905 | $2,669+83.8% | $4,168+17.7% | $4,296+14.2% |
| Admin fee / account holder | $1,187 | $4,305-72.4% | $7,715-84.6% | $6,918-82.8% |