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 | $80,673-13.2% | $101,326-30.9% | $84,808-17.4% |
| Participation rate | 93.9% | 77.8%+16.1pp | 81.5%+12.4pp | 68.3%+25.6pp |
| Annual return | 17.90% | 38.95%-21.1pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,176 | $2,698+54.8% | $3,665+13.9% | $2,631+58.7% |
| Participant deferral / active EE | $7,788 | $6,840+13.9% | $7,994-2.6% | $4,212+84.9% |
| Admin fee / account holder | $3,625 | $12,784-71.6% | $11,185-67.6% | $7,344-50.6% |