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 | $46,536 | $93,571-50.3% | $135,903-65.8% | $75,163-38.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 29.93% | 30.90%-1.0pp | 68.23%-38.3pp | 160.62%-130.7pp |
| Employer contribution / active EE | $16,006 | $3,537+352.6% | $4,856+229.6% | $2,670+499.5% |
| Participant deferral / active EE | $7,291 | $6,404+13.9% | $7,758-6.0% | $4,125+76.8% |
| Admin fee / account holder | $2,288 | $6,975-67.2% | $10,762-78.7% | $5,651-59.5% |