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 | $48,623 | $106,749-54.5% | $145,433-66.6% | $82,448-41.0% |
| Participation rate | 96.9% | 75.6%+21.3pp | 82.1%+14.8pp | 68.1%+28.9pp |
| Annual return | 29.88% | 27.59%+2.3pp | 66.58%-36.7pp | 41.64%-11.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,669 | $6,519+140.4% | $7,897+98.4% | $4,139+278.5% |
| Admin fee / account holder | $4,369 | $8,390-47.9% | $13,129-66.7% | $7,234-39.6% |