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 | $45,901 | $85,022-46.0% | $70,515-34.9% | $139,434-67.1% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.3%+19.2pp | 80.3%+7.2pp |
| Annual return | 15.45% | 30.38%-14.9pp | 32.77%-17.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $787 | $3,909-79.9% | $2,973-73.5% | $4,751-83.4% |
| Participant deferral / active EE | $8,911 | $5,890+51.3% | $4,567+95.1% | $6,710+32.8% |
| Admin fee / account holder | $5,055 | $8,906-43.2% | $6,412-21.2% | $11,403-55.7% |