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 | $57,399 | $106,749-46.2% | $145,433-60.5% | $82,448-30.4% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 22.58% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $6,772 | $3,444+96.6% | $4,554+48.7% | $2,551+165.5% |
| Participant deferral / active EE | $15,680 | $6,519+140.5% | $7,897+98.6% | $4,139+278.8% |
| Admin fee / account holder | $3,658 | $8,390-56.4% | $13,129-72.1% | $7,234-49.4% |