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 | $55,281 | $109,881-49.7% | $150,045-63.2% | $84,808-34.8% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 16.80% | 28.25%-11.4pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,919 | $3,561-46.1% | $4,693-59.1% | $2,631-27.1% |
| Participant deferral / active EE | $4,586 | $6,636-30.9% | $7,997-42.7% | $4,212+8.9% |
| Admin fee / account holder | $6,328 | $8,568-26.1% | $13,435-52.9% | $7,344-13.8% |