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 | $30,295 | $78,672-61.5% | $109,143-72.2% | $85,850-64.7% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 13.47% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,742 | $2,735-36.3% | $3,722-53.2% | $2,565-32.1% |
| Participant deferral / active EE | $5,881 | $3,467+69.6% | $4,653+26.4% | $3,952+48.8% |
| Admin fee / account holder | $1,723 | $5,469-68.5% | $6,752-74.5% | $6,260-72.5% |