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 | $43,090 | $77,503-44.4% | $100,391-57.1% | $80,856-46.7% |
| Participation rate | 89.3% | 76.9%+12.3pp | 81.5%+7.8pp | 67.6%+21.6pp |
| Annual return | 20.84% | 37.20%-16.4pp | 49.20%-28.4pp | 35.59%-14.8pp |
| Employer contribution / active EE | $10,936 | $2,801+290.5% | $3,942+177.4% | $2,755+297.0% |
| Participant deferral / active EE | $13,694 | $6,820+100.8% | $8,082+69.4% | $4,296+218.8% |
| Admin fee / account holder | $16,586 | $5,897+181.3% | $7,899+110.0% | $6,918+139.8% |