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 | $109,881-50.5% | $150,045-63.7% | $84,808-35.8% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 58.67% | 28.25%+30.4pp | 62.55%-3.9pp | 40.90%+17.8pp |
| Employer contribution / active EE | $5,267 | $3,561+47.9% | $4,693+12.2% | $2,631+100.2% |
| Participant deferral / active EE | $12,081 | $6,636+82.1% | $7,997+51.1% | $4,212+186.9% |
| Admin fee / account holder | $357 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |