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 | $28,127 | $93,571-69.9% | $135,903-79.3% | $75,163-62.6% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 57.06% | 30.90%+26.2pp | 68.23%-11.2pp | 160.62%-103.6pp |
| Employer contribution / active EE | $6,042 | $3,537+70.9% | $4,856+24.4% | $2,670+126.3% |
| Participant deferral / active EE | $10,511 | $6,404+64.1% | $7,758+35.5% | $4,125+154.8% |
| Admin fee / account holder | $1,444 | $6,975-79.3% | $10,762-86.6% | $5,651-74.4% |