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 | $52,529 | $100,773-47.9% | $88,946-40.9% | $142,382-63.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 22.80% | 70.18%-47.4pp | 57.82%-35.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,029 | $2,918-64.7% | $2,555-59.7% | $4,299-76.1% |
| Participant deferral / active EE | $7,479 | $5,230+43.0% | $4,581+63.3% | $6,507+14.9% |
| Admin fee / account holder | $2,236 | $9,693-76.9% | $8,261-72.9% | $12,624-82.3% |