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 | $32,946 | $60,892-45.9% | $82,389-60.0% | $84,808-61.2% |
| Participation rate | 90.0% | 63.3%+26.7pp | 69.5%+20.5pp | 68.3%+21.7pp |
| Annual return | 47.49% | 37.29%+10.2pp | 28.67%+18.8pp | 40.90%+6.6pp |
| Employer contribution / active EE | $3,673 | $1,779+106.5% | $2,517+45.9% | $2,631+39.6% |
| Participant deferral / active EE | $6,121 | $3,179+92.6% | $4,155+47.3% | $4,212+45.3% |
| Admin fee / account holder | $6,114 | $5,467+11.8% | $7,231-15.4% | $7,344-16.7% |