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 | $70,031 | $78,520-10.8% | $96,576-27.5% | $82,448-15.1% |
| Participation rate | 93.9% | 77.7%+16.1pp | 81.4%+12.4pp | 68.1%+25.8pp |
| Annual return | 17.90% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,176 | $2,630+58.8% | $3,553+17.5% | $2,551+63.7% |
| Participant deferral / active EE | $7,788 | $6,754+15.3% | $7,956-2.1% | $4,139+88.1% |
| Admin fee / account holder | $3,625 | $13,455-73.1% | $11,381-68.1% | $7,234-49.9% |