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 | $106,749-67.4% | $145,433-76.1% | $82,448-57.8% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 25.11% | 27.59%-2.5pp | 66.58%-41.5pp | 41.64%-16.5pp |
| Employer contribution / active EE | $7,632 | $3,444+121.6% | $4,554+67.6% | $2,551+199.2% |
| Participant deferral / active EE | $4,677 | $6,519-28.3% | $7,897-40.8% | $4,139+13.0% |
| Admin fee / account holder | $1,819 | $8,390-78.3% | $13,129-86.1% | $7,234-74.8% |