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 | $31,153 | $117,841-73.6% | $102,423-69.6% | $145,922-78.7% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 19.60% | 31.65%-12.0pp | 29.32%-9.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,351 | $3,615-35.0% | $3,023-22.3% | $4,660-49.6% |
| Participant deferral / active EE | $5,141 | $5,731-10.3% | $5,053+1.7% | $6,688-23.1% |
| Admin fee / account holder | $7,231 | $13,326-45.7% | $9,451-23.5% | $13,397-46.0% |