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 | $47,086 | $159,602-70.5% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.30% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,077 | $4,961-38.0% | $4,693-34.4% | $4,299-28.4% |
| Participant deferral / active EE | $14,636 | $8,310+76.1% | $7,997+83.0% | $6,507+124.9% |
| Admin fee / account holder | $360 | $14,846-97.6% | $13,435-97.3% | $12,624-97.2% |