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 | $37,026 | $100,970-63.3% | $96,576-61.7% | $137,256-73.0% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 27.73% | 38.16%-10.4pp | 38.47%-10.7pp | 220.34%-192.6pp |
| Employer contribution / active EE | $3,308 | $3,809-13.2% | $3,553-6.9% | $4,156-20.4% |
| Participant deferral / active EE | $12,661 | $8,286+52.8% | $7,956+59.1% | $6,407+97.6% |
| Admin fee / account holder | $510 | $11,312-95.5% | $11,381-95.5% | $12,270-95.8% |