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 | $60,338 | $109,881-45.1% | $150,045-59.8% | $84,808-28.9% |
| Participation rate | 89.8% | 76.1%+13.7pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,975 | $3,561+67.8% | $4,693+27.3% | $2,631+127.1% |
| Participant deferral / active EE | $12,165 | $6,636+83.3% | $7,997+52.1% | $4,212+188.9% |
| Admin fee / account holder | $7,826 | $8,568-8.7% | $13,435-41.7% | $7,344+6.6% |