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 | $50,633 | $172,111-70.6% | $150,298-66.3% | $137,256-63.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 26.43% | 69.37%-42.9pp | 62.79%-36.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,587 | $4,636-65.8% | $4,154-61.8% | $4,156-61.8% |
| Participant deferral / active EE | $8,263 | $6,166+34.0% | $5,453+51.5% | $6,407+29.0% |
| Admin fee / account holder | $4,275 | $16,471-74.0% | $14,116-69.7% | $12,270-65.2% |