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 | $74,985 | $77,503-3.2% | $100,391-25.3% | $80,856-7.3% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.6%+26.5pp |
| Annual return | 14.66% | 37.20%-22.5pp | 49.20%-34.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,016 | $2,801+43.4% | $3,942+1.9% | $2,755+45.8% |
| Participant deferral / active EE | $9,316 | $6,820+36.6% | $8,082+15.3% | $4,296+116.9% |
| Admin fee / account holder | $2,181 | $5,897-63.0% | $7,899-72.4% | $6,918-68.5% |