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 | $67,117 | $111,535-39.8% | $105,223-36.2% | $137,256-51.1% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 15.10% | 237.85%-222.8pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,199 | $3,939-44.2% | $3,689-40.4% | $4,156-47.1% |
| Participant deferral / active EE | $5,125 | $5,500-6.8% | $5,072+1.1% | $6,407-20.0% |
| Admin fee / account holder | $2,762 | $9,721-71.6% | $8,859-68.8% | $12,270-77.5% |