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 6-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 | $52,325 | $106,515-50.9% | $96,683-45.9% | $139,434-62.5% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 19.63% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,852 | $4,103-54.9% | $3,737-50.4% | $4,751-61.0% |
| Participant deferral / active EE | $9,797 | $5,454+79.6% | $4,878+100.8% | $6,710+46.0% |
| Admin fee / account holder | $1,207 | $7,877-84.7% | $6,730-82.1% | $11,403-89.4% |