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 | $38,488 | $81,233-52.6% | $155,567-75.3% | $80,874-52.4% |
| Participation rate | 71.0% | 66.2%+4.7pp | 78.2%-7.2pp | 67.6%+3.3pp |
| Annual return | 20.61% | 33.33%-12.7pp | 64.74%-44.1pp | 35.62%-15.0pp |
| Employer contribution / active EE | $715 | $3,101-76.9% | $4,674-84.7% | $2,756-74.1% |
| Participant deferral / active EE | $4,500 | $3,452+30.4% | $5,628-20.0% | $4,297+4.7% |
| Admin fee / account holder | $1,590 | $7,998-80.1% | $15,916-90.0% | $6,935-77.1% |