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 | $48,267 | $81,248-40.6% | $155,509-69.0% | $80,856-40.3% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 14.18% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,591 | $3,100-48.7% | $4,672-66.0% | $2,755-42.3% |
| Participant deferral / active EE | $5,776 | $3,452+67.3% | $5,626+2.7% | $4,296+34.5% |
| Admin fee / account holder | $823 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |