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 | $95,453-34.3% | $112,040-44.0% | $82,448-23.9% |
| Participation rate | 93.2% | 72.8%+20.5pp | 76.5%+16.7pp | 68.1%+25.2pp |
| Annual return | 14.43% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,646 | $2,318-29.0% | $2,954-44.3% | $2,551-35.5% |
| Participant deferral / active EE | $6,356 | $4,224+50.5% | $5,098+24.7% | $4,139+53.6% |
| Admin fee / account holder | $4,435 | $9,013-50.8% | $12,098-63.3% | $7,234-38.7% |