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 | $70,050 | $94,625-26.0% | $116,228-39.7% | $84,808-17.4% |
| Participation rate | 88.2% | 70.4%+17.8pp | 74.6%+13.7pp | 68.3%+19.9pp |
| Annual return | 23.78% | 20.40%+3.4pp | 90.06%-66.3pp | 40.90%-17.1pp |
| Employer contribution / active EE | $6,016 | $2,347+156.4% | $2,994+100.9% | $2,631+128.7% |
| Participant deferral / active EE | $12,572 | $3,972+216.5% | $4,953+153.8% | $4,212+198.5% |
| Admin fee / account holder | $616 | $10,091-93.9% | $11,989-94.9% | $7,344-91.6% |