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 | $34,819 | $109,881-68.3% | $150,045-76.8% | $84,808-58.9% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 25.11% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $7,632 | $3,561+114.3% | $4,693+62.6% | $2,631+190.1% |
| Participant deferral / active EE | $4,677 | $6,636-29.5% | $7,997-41.5% | $4,212+11.0% |
| Admin fee / account holder | $1,819 | $8,568-78.8% | $13,435-86.5% | $7,344-75.2% |