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 5-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 | $33,633 | $77,503-56.6% | $100,391-66.5% | $80,856-58.4% |
| Participation rate | 92.0% | 76.9%+15.1pp | 81.5%+10.5pp | 67.6%+24.4pp |
| Annual return | 17.83% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,395 | $2,801+56.9% | $3,942+11.5% | $2,755+59.5% |
| Participant deferral / active EE | $10,250 | $6,820+50.3% | $8,082+26.8% | $4,296+138.6% |
| Admin fee / account holder | $2,163 | $5,897-63.3% | $7,899-72.6% | $6,918-68.7% |