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 | $42,652 | $93,571-54.4% | $135,903-68.6% | $75,163-43.3% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 54.30% | 30.90%+23.4pp | 68.23%-13.9pp | 160.62%-106.3pp |
| Employer contribution / active EE | $6,030 | $3,537+70.5% | $4,856+24.2% | $2,670+125.9% |
| Participant deferral / active EE | $16,970 | $6,404+165.0% | $7,758+118.7% | $4,125+311.4% |
| Admin fee / account holder | $3,039 | $6,975-56.4% | $10,762-71.8% | $5,651-46.2% |