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 | $78,807 | $71,050+10.9% | $93,606-15.8% | $80,856-2.5% |
| Participation rate | 94.1% | 60.4%+33.7pp | 68.7%+25.4pp | 67.6%+26.5pp |
| Annual return | 19.56% | 11.26%+8.3pp | 133.20%-113.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,102 | $1,564-29.5% | $2,420-54.5% | $2,755-60.0% |
| Participant deferral / active EE | $3,156 | $4,034-21.8% | $4,411-28.5% | $4,296-26.5% |
| Admin fee / account holder | $515 | $6,945-92.6% | $8,285-93.8% | $6,918-92.6% |