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 5-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 | $45,016 | $55,371-18.7% | $95,585-52.9% | $74,304-39.4% |
| Participation rate | 92.4% | 53.8%+38.6pp | 72.1%+20.4pp | 60.3%+32.1pp |
| Annual return | 28.39% | 24.26%+4.1pp | 38.56%-10.2pp | 29.43%-1.0pp |
| Employer contribution / active EE | $3,506 | $1,437+144.0% | $2,527+38.8% | $2,241+56.5% |
| Participant deferral / active EE | $6,991 | $2,955+136.6% | $4,023+73.8% | $3,767+85.6% |
| Admin fee / account holder | $2,596 | $2,620-0.9% | $6,127-57.6% | $2,969-12.6% |