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 | $68,397 | $109,881-37.8% | $150,045-54.4% | $84,808-19.4% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 23.16% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $5,946 | $3,561+67.0% | $4,693+26.7% | $2,631+126.0% |
| Participant deferral / active EE | $11,499 | $6,636+73.3% | $7,997+43.8% | $4,212+173.0% |
| Admin fee / account holder | $8,089 | $8,568-5.6% | $13,435-39.8% | $7,344+10.2% |