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 6-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 | $49,940 | $111,754-55.3% | $103,333-51.7% | $145,922-65.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 26.46% | 24.77%+1.7pp | 24.88%+1.6pp | 561.29%-534.8pp |
| Employer contribution / active EE | $5,862 | $4,212+39.2% | $3,868+51.6% | $4,660+25.8% |
| Participant deferral / active EE | $8,440 | $5,619+50.2% | $5,057+66.9% | $6,688+26.2% |
| Admin fee / account holder | $10,664 | $9,750+9.4% | $8,355+27.6% | $13,397-20.4% |