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 | $73,423 | $95,803-23.4% | $113,168-35.1% | $84,808-13.4% |
| Participation rate | 93.5% | 72.9%+20.6pp | 76.6%+16.9pp | 68.3%+25.2pp |
| Annual return | 18.32% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,578 | $2,360+136.3% | $2,975+87.5% | $2,631+112.0% |
| Participant deferral / active EE | $14,109 | $4,242+232.6% | $5,107+176.3% | $4,212+235.0% |
| Admin fee / account holder | $9,884 | $8,989+10.0% | $12,068-18.1% | $7,344+34.6% |