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 | $54,420 | $106,749-49.0% | $145,433-62.6% | $82,448-34.0% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 58.67% | 27.59%+31.1pp | 66.58%-7.9pp | 41.64%+17.0pp |
| Employer contribution / active EE | $5,267 | $3,444+52.9% | $4,554+15.6% | $2,551+106.5% |
| Participant deferral / active EE | $12,081 | $6,519+85.3% | $7,897+53.0% | $4,139+191.9% |
| Admin fee / account holder | $357 | $8,390-95.7% | $13,129-97.3% | $7,234-95.1% |