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 6-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 | $76,184 | $54,705+39.3% | $71,209+7.0% | $84,808-10.2% |
| Participation rate | 82.6% | 64.1%+18.5pp | 73.8%+8.9pp | 68.3%+14.3pp |
| Annual return | 17.56% | 35.90%-18.3pp | 282.51%-265.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,678 | $2,158-22.2% | $2,721-38.3% | $2,631-36.2% |
| Participant deferral / active EE | $5,178 | $3,030+70.9% | $4,175+24.0% | $4,212+22.9% |
| Admin fee / account holder | $1,475 | $4,863-69.7% | $5,349-72.4% | $7,344-79.9% |