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 | $71,826 | $109,881-34.6% | $150,045-52.1% | $84,808-15.3% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 30.95% | 28.25%+2.7pp | 62.55%-31.6pp | 40.90%-10.0pp |
| Employer contribution / active EE | $803 | $3,561-77.4% | $4,693-82.9% | $2,631-69.5% |
| Participant deferral / active EE | $8,799 | $6,636+32.6% | $7,997+10.0% | $4,212+108.9% |
| Admin fee / account holder | $1,603 | $8,568-81.3% | $13,435-88.1% | $7,344-78.2% |