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 | $59,803 | $159,602-62.5% | $150,045-60.1% | $142,382-58.0% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 86.78% | 70.24%+16.5pp | 62.55%+24.2pp | 217.08%-130.3pp |
| Employer contribution / active EE | $3,994 | $4,961-19.5% | $4,693-14.9% | $4,299-7.1% |
| Participant deferral / active EE | $14,869 | $8,310+78.9% | $7,997+85.9% | $6,507+128.5% |
| Admin fee / account holder | $12,750 | $14,846-14.1% | $13,435-5.1% | $12,624+1.0% |