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 | $50,981 | $60,892-16.3% | $82,389-38.1% | $84,808-39.9% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 13.85% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,690 | $1,779+51.2% | $2,517+6.9% | $2,631+2.2% |
| Participant deferral / active EE | $3,885 | $3,179+22.2% | $4,155-6.5% | $4,212-7.7% |
| Admin fee / account holder | $6,175 | $5,467+12.9% | $7,231-14.6% | $7,344-15.9% |