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 | $68,336 | $80,673-15.3% | $101,326-32.6% | $84,808-19.4% |
| Participation rate | 97.4% | 77.8%+19.7pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 27.49% | 38.95%-11.5pp | 36.82%-9.3pp | 40.90%-13.4pp |
| Employer contribution / active EE | $6,623 | $2,698+145.5% | $3,665+80.7% | $2,631+151.7% |
| Participant deferral / active EE | $14,404 | $6,840+110.6% | $7,994+80.2% | $4,212+242.0% |
| Admin fee / account holder | $349 | $12,784-97.3% | $11,185-96.9% | $7,344-95.2% |