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 | $50,263 | $71,050-29.3% | $93,606-46.3% | $80,856-37.8% |
| Participation rate | 98.4% | 60.4%+38.0pp | 68.7%+29.6pp | 67.6%+30.7pp |
| Annual return | 14.86% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,887 | $1,564+20.7% | $2,420-22.0% | $2,755-31.5% |
| Participant deferral / active EE | $3,676 | $4,034-8.9% | $4,411-16.7% | $4,296-14.4% |
| Admin fee / account holder | $1,179 | $6,945-83.0% | $8,285-85.8% | $6,918-83.0% |