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 | $61,438 | $106,749-42.4% | $145,433-57.8% | $82,448-25.5% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 25.79% | 27.59%-1.8pp | 66.58%-40.8pp | 41.64%-15.9pp |
| Employer contribution / active EE | $2,706 | $3,444-21.5% | $4,554-40.6% | $2,551+6.1% |
| Participant deferral / active EE | $8,812 | $6,519+35.2% | $7,897+11.6% | $4,139+112.9% |
| Admin fee / account holder | $2,319 | $8,390-72.4% | $13,129-82.3% | $7,234-67.9% |