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 | $25,019 | $76,407-67.3% | $150,298-83.4% | $82,448-69.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 21.55% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,503 | $2,614-42.5% | $4,154-63.8% | $2,551-41.1% |
| Participant deferral / active EE | $3,073 | $3,214-4.4% | $5,453-43.6% | $4,139-25.8% |
| Admin fee / account holder | $1,004 | $6,352-84.2% | $14,116-92.9% | $7,234-86.1% |