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 | $35,046 | $102,245-65.7% | $89,340-60.8% | $137,256-74.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 17.38% | 21.89%-4.5pp | 20.57%-3.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,545 | $2,529+40.2% | $2,231+58.9% | $4,156-14.7% |
| Participant deferral / active EE | $4,061 | $4,436-8.5% | $3,823+6.2% | $6,407-36.6% |
| Admin fee / account holder | $4,922 | $8,085-39.1% | $6,704-26.6% | $12,270-59.9% |