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 | $34,124 | $77,503-56.0% | $100,391-66.0% | $80,856-57.8% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.6%+29.7pp |
| Annual return | 17.42% | 37.20%-19.8pp | 49.20%-31.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $5,352 | $2,801+91.1% | $3,942+35.8% | $2,755+94.3% |
| Participant deferral / active EE | $10,269 | $6,820+50.6% | $8,082+27.1% | $4,296+139.0% |
| Admin fee / account holder | $2,403 | $5,897-59.2% | $7,899-69.6% | $6,918-65.3% |