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 | $50,381 | $91,407-44.9% | $135,903-62.9% | $71,457-29.5% |
| Participation rate | 89.7% | 75.7%+14.0pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 30.09% | 29.90%+0.2pp | 68.23%-38.1pp | 28.85%+1.2pp |
| Employer contribution / active EE | $12,014 | $3,703+224.4% | $4,856+147.4% | $2,588+364.3% |
| Participant deferral / active EE | $14,559 | $7,092+105.3% | $7,758+87.7% | $4,289+239.5% |
| Admin fee / account holder | $3,854 | $1,266+204.5% | $10,762-64.2% | $1,587+142.8% |