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 | $69,603 | $106,584-34.7% | $101,326-31.3% | $142,382-51.1% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 33.53% | 36.93%-3.4pp | 36.82%-3.3pp | 217.08%-183.5pp |
| Employer contribution / active EE | $5,670 | $3,956+43.3% | $3,665+54.7% | $4,299+31.9% |
| Participant deferral / active EE | $11,067 | $8,297+33.4% | $7,994+38.4% | $6,507+70.1% |
| Admin fee / account holder | $5,366 | $11,446-53.1% | $11,185-52.0% | $12,624-57.5% |