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 | $67,894-14.3% | $89,340-34.9% | $82,448-29.4% |
| Participation rate | 92.3% | 64.0%+28.3pp | 69.6%+22.7pp | 68.1%+24.2pp |
| Annual return | 20.48% | 19.21%+1.3pp | 20.57%-0.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,570 | $1,828+95.3% | $2,231+60.0% | $2,551+40.0% |
| Participant deferral / active EE | $6,503 | $3,072+111.7% | $3,823+70.1% | $4,139+57.1% |
| Admin fee / account holder | $583 | $5,723-89.8% | $6,704-91.3% | $7,234-91.9% |