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 | $75,239 | $109,881-31.5% | $150,045-49.9% | $84,808-11.3% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 23.07% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $6,652 | $3,561+86.8% | $4,693+41.7% | $2,631+152.8% |
| Participant deferral / active EE | $12,085 | $6,636+82.1% | $7,997+51.1% | $4,212+186.9% |
| Admin fee / account holder | $3,503 | $8,568-59.1% | $13,435-73.9% | $7,344-52.3% |