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 6-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 | $64,660 | $109,881-41.2% | $150,045-56.9% | $84,808-23.8% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 21.78% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $4,289 | $3,561+20.4% | $4,693-8.6% | $2,631+63.0% |
| Participant deferral / active EE | $10,901 | $6,636+64.3% | $7,997+36.3% | $4,212+158.8% |
| Admin fee / account holder | $2,139 | $8,568-75.0% | $13,435-84.1% | $7,344-70.9% |