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 5-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 | $31,612 | $93,571-66.2% | $135,903-76.7% | $75,163-57.9% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 35.37% | 30.90%+4.5pp | 68.23%-32.9pp | 160.62%-125.3pp |
| Employer contribution / active EE | $7,470 | $3,537+111.2% | $4,856+53.8% | $2,670+179.8% |
| Participant deferral / active EE | $14,838 | $6,404+131.7% | $7,758+91.3% | $4,125+259.7% |
| Admin fee / account holder | $2,631 | $6,975-62.3% | $10,762-75.6% | $5,651-53.4% |