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 | $55,055 | $109,413-49.7% | $156,263-64.8% | $84,808-35.1% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 16.08% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,814 | $2,907+31.2% | $4,333-12.0% | $2,631+45.0% |
| Participant deferral / active EE | $14,082 | $4,590+206.8% | $6,158+128.7% | $4,212+234.4% |
| Admin fee / account holder | $8,019 | $9,357-14.3% | $14,255-43.7% | $7,344+9.2% |