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 4-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 | $28,157 | $106,749-73.6% | $145,433-80.6% | $82,448-65.8% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 51.50% | 27.59%+23.9pp | 66.58%-15.1pp | 41.64%+9.9pp |
| Employer contribution / active EE | $2,720 | $3,444-21.0% | $4,554-40.3% | $2,551+6.6% |
| Participant deferral / active EE | $4,690 | $6,519-28.1% | $7,897-40.6% | $4,139+13.3% |
| Admin fee / account holder | $632 | $8,390-92.5% | $13,129-95.2% | $7,234-91.3% |