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 3-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 | $70,035 | $127,065-44.9% | $113,168-38.1% | $142,382-50.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 34.77% | 24.03%+10.7pp | 24.27%+10.5pp | 217.08%-182.3pp |
| Employer contribution / active EE | $4,743 | $3,442+37.8% | $2,975+59.4% | $4,299+10.3% |
| Participant deferral / active EE | $10,341 | $5,716+80.9% | $5,107+102.5% | $6,507+58.9% |
| Admin fee / account holder | $1,608 | $15,736-89.8% | $12,068-86.7% | $12,624-87.3% |