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 | $62,140 | $109,881-43.4% | $150,045-58.6% | $84,808-26.7% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 29.82% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.1pp |
| Employer contribution / active EE | $7,674 | $3,561+115.5% | $4,693+63.5% | $2,631+191.7% |
| Participant deferral / active EE | $15,631 | $6,636+135.5% | $7,997+95.5% | $4,212+271.1% |
| Admin fee / account holder | $3,773 | $8,568-56.0% | $13,435-71.9% | $7,344-48.6% |