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 | $53,852 | $138,347-61.1% | $184,203-70.8% | $80,856-33.4% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.6%+28.0pp |
| Annual return | 31.89% | 20.02%+11.9pp | 28.81%+3.1pp | 35.59%-3.7pp |
| Employer contribution / active EE | $2,094 | $4,850-56.8% | $6,427-67.4% | $2,755-24.0% |
| Participant deferral / active EE | $4,691 | $7,071-33.7% | $9,131-48.6% | $4,296+9.2% |
| Admin fee / account holder | $505 | $10,483-95.2% | $13,901-96.4% | $6,918-92.7% |