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 | $48,813 | $95,803-49.0% | $113,168-56.9% | $84,808-42.4% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 27.78% | 25.00%+2.8pp | 24.27%+3.5pp | 40.90%-13.1pp |
| Employer contribution / active EE | $4,306 | $2,360+82.5% | $2,975+44.7% | $2,631+63.7% |
| Participant deferral / active EE | $9,769 | $4,242+130.3% | $5,107+91.3% | $4,212+132.0% |
| Admin fee / account holder | $4,993 | $8,989-44.5% | $12,068-58.6% | $7,344-32.0% |