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 | $96,069 | $60,892+57.8% | $82,389+16.6% | $84,808+13.3% |
| Participation rate | 74.0% | 63.3%+10.7pp | 69.5%+4.5pp | 68.3%+5.7pp |
| Annual return | 21.38% | 37.29%-15.9pp | 28.67%-7.3pp | 40.90%-19.5pp |
| Employer contribution / active EE | $3,994 | $1,779+124.5% | $2,517+58.7% | $2,631+51.8% |
| Participant deferral / active EE | $8,949 | $3,179+181.5% | $4,155+115.4% | $4,212+112.5% |
| Admin fee / account holder | $7,422 | $5,467+35.8% | $7,231+2.7% | $7,344+1.1% |