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 | $106,749-39.4% | $145,433-55.5% | $82,448-21.6% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 21.78% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $4,289 | $3,444+24.5% | $4,554-5.8% | $2,551+68.1% |
| Participant deferral / active EE | $10,901 | $6,519+67.2% | $7,897+38.0% | $4,139+163.4% |
| Admin fee / account holder | $2,139 | $8,390-74.5% | $13,129-83.7% | $7,234-70.4% |