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 | $49,918 | $80,968-38.3% | $96,544-48.3% | $75,163-33.6% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 19.68% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,402 | $2,282+5.3% | $2,965-19.0% | $2,670-10.0% |
| Participant deferral / active EE | $5,150 | $3,928+31.1% | $4,851+6.2% | $4,125+24.8% |
| Admin fee / account holder | $573 | $6,724-91.5% | $8,252-93.1% | $5,651-89.9% |