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 | $95,453-23.1% | $112,040-34.5% | $82,448-10.9% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.0pp | 68.1%+25.4pp |
| Annual return | 18.32% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $5,578 | $2,318+140.6% | $2,954+88.8% | $2,551+118.7% |
| Participant deferral / active EE | $14,109 | $4,224+234.0% | $5,098+176.8% | $4,139+240.8% |
| Admin fee / account holder | $9,884 | $9,013+9.7% | $12,098-18.3% | $7,234+36.6% |