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 3-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 | $44,575 | $109,881-59.4% | $150,045-70.3% | $84,808-47.4% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.6pp | 68.3%+10.4pp |
| Annual return | 41.90% | 28.25%+13.7pp | 62.55%-20.6pp | 40.90%+1.0pp |
| Employer contribution / active EE | $6,292 | $3,561+76.7% | $4,693+34.1% | $2,631+139.1% |
| Participant deferral / active EE | $14,188 | $6,636+113.8% | $7,997+77.4% | $4,212+236.9% |
| Admin fee / account holder | $6,728 | $8,568-21.5% | $13,435-49.9% | $7,344-8.4% |