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 | $58,630 | $111,535-47.4% | $105,223-44.3% | $137,256-57.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 19.19% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,122 | $3,939-20.7% | $3,689-15.4% | $4,156-24.9% |
| Participant deferral / active EE | $8,709 | $5,500+58.3% | $5,072+71.7% | $6,407+35.9% |
| Admin fee / account holder | $474 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |