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 | $51,483 | $78,926-34.8% | $136,749-62.4% | $84,808-39.3% |
| Participation rate | 93.8% | 62.2%+31.6pp | 72.1%+21.6pp | 68.3%+25.4pp |
| Annual return | 25.54% | 18.17%+7.4pp | 24.33%+1.2pp | 40.90%-15.4pp |
| Employer contribution / active EE | $10,180 | $2,134+377.0% | $3,400+199.4% | $2,631+286.9% |
| Participant deferral / active EE | $5,759 | $3,168+81.7% | $4,692+22.7% | $4,212+36.7% |
| Admin fee / account holder | $550 | $6,369-91.4% | $11,386-95.2% | $7,344-92.5% |