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 | $54,592 | $60,892-10.3% | $82,389-33.7% | $84,808-35.6% |
| Participation rate | 84.4% | 63.3%+21.1pp | 69.5%+14.8pp | 68.3%+16.1pp |
| Annual return | 18.90% | 37.29%-18.4pp | 28.67%-9.8pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,333 | $1,779+143.5% | $2,517+72.2% | $2,631+64.7% |
| Participant deferral / active EE | $7,581 | $3,179+138.5% | $4,155+82.5% | $4,212+80.0% |
| Admin fee / account holder | $12,692 | $5,467+132.1% | $7,231+75.5% | $7,344+72.8% |