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 6-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 | $67,295 | $106,749-37.0% | $145,433-53.7% | $82,448-18.4% |
| Participation rate | 96.7% | 75.6%+21.1pp | 82.1%+14.6pp | 68.1%+28.7pp |
| Annual return | 44.60% | 27.59%+17.0pp | 66.58%-22.0pp | 41.64%+3.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,222 | $6,519+133.5% | $7,897+92.8% | $4,139+267.8% |
| Admin fee / account holder | $2,333 | $8,390-72.2% | $13,129-82.2% | $7,234-67.8% |