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 8-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 | $40,724 | $88,083-53.8% | $164,813-75.3% | $74,495-45.3% |
| Participation rate | 95.0% | 73.0%+21.9pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 22.98% | 17.26%+5.7pp | 69.93%-46.9pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $5,803 | $2,593+123.8% | $4,341+33.7% | $2,623+121.2% |
| Participant deferral / active EE | $11,605 | $4,498+158.0% | $6,031+92.4% | $4,346+167.0% |
| Admin fee / account holder | $3,672 | $2,234+64.4% | $12,690-71.1% | $1,942+89.1% |