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 | $48,640 | $81,248-40.1% | $155,509-68.7% | $80,856-39.8% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 15.68% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,289 | $3,100+135.1% | $4,672+56.0% | $2,755+164.6% |
| Participant deferral / active EE | $4,438 | $3,452+28.6% | $5,626-21.1% | $4,296+3.3% |
| Admin fee / account holder | $7,251 | $7,997-9.3% | $15,912-54.4% | $6,918+4.8% |