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 | $81,306 | $117,983-31.1% | $101,794-20.1% | $142,382-42.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 18.29% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,264 | $2,773+89.8% | $2,289+130.0% | $4,299+22.4% |
| Participant deferral / active EE | $5,870 | $4,714+24.5% | $4,084+43.7% | $6,507-9.8% |
| Admin fee / account holder | $4,865 | $10,433-53.4% | $8,777-44.6% | $12,624-61.5% |