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 | $37,986 | $95,453-60.2% | $112,040-66.1% | $82,448-53.9% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,570 | $2,318+10.9% | $2,954-13.0% | $2,551+0.7% |
| Participant deferral / active EE | $5,225 | $4,224+23.7% | $5,098+2.5% | $4,139+26.2% |
| Admin fee / account holder | $1,287 | $9,013-85.7% | $12,098-89.4% | $7,234-82.2% |