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 | $74,039 | $88,672-16.5% | $105,223-29.6% | $82,448-10.2% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 22.50% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.1pp |
| Employer contribution / active EE | $3,216 | $3,048+5.5% | $3,689-12.8% | $2,551+26.1% |
| Participant deferral / active EE | $5,402 | $4,036+33.8% | $5,072+6.5% | $4,139+30.5% |
| Admin fee / account holder | $3,154 | $7,146-55.9% | $8,859-64.4% | $7,234-56.4% |