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 | $51,150 | $86,929-41.2% | $102,423-50.1% | $80,856-36.7% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 23.01% | 18.88%+4.1pp | 29.32%-6.3pp | 35.59%-12.6pp |
| Employer contribution / active EE | $5,044 | $2,369+112.9% | $3,023+66.8% | $2,755+83.1% |
| Participant deferral / active EE | $11,131 | $4,118+170.3% | $5,053+120.3% | $4,296+159.1% |
| Admin fee / account holder | $11,466 | $8,049+42.5% | $9,451+21.3% | $6,918+65.7% |