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 3-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 | $49,685 | $95,266-47.8% | $82,389-39.7% | $142,382-65.1% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 21.43% | 25.74%-4.3pp | 28.67%-7.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,320 | $2,991-22.4% | $2,517-7.8% | $4,299-46.0% |
| Participant deferral / active EE | $6,990 | $4,809+45.4% | $4,155+68.2% | $6,507+7.4% |
| Admin fee / account holder | $793 | $8,563-90.7% | $7,231-89.0% | $12,624-93.7% |