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 | $62,711 | $95,803-34.5% | $113,168-44.6% | $84,808-26.1% |
| Participation rate | 93.2% | 72.9%+20.4pp | 76.6%+16.7pp | 68.3%+24.9pp |
| Annual return | 14.43% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,646 | $2,360-30.2% | $2,975-44.7% | $2,631-37.4% |
| Participant deferral / active EE | $6,356 | $4,242+49.8% | $5,107+24.5% | $4,212+50.9% |
| Admin fee / account holder | $4,435 | $8,989-50.7% | $12,068-63.2% | $7,344-39.6% |