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 | $58,182 | $68,719-15.3% | $91,541-36.4% | $84,808-31.4% |
| Participation rate | 92.3% | 64.5%+27.8pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 20.48% | 19.12%+1.4pp | 20.50%0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,570 | $1,920+86.0% | $2,505+42.6% | $2,631+35.7% |
| Participant deferral / active EE | $6,503 | $3,136+107.4% | $4,008+62.3% | $4,212+54.4% |
| Admin fee / account holder | $583 | $5,786-89.9% | $6,956-91.6% | $7,344-92.1% |