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 | $34,919 | $172,111-79.7% | $150,298-76.8% | $137,256-74.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 13.52% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,311 | $4,636-50.2% | $4,154-44.4% | $4,156-44.4% |
| Participant deferral / active EE | $7,384 | $6,166+19.8% | $5,453+35.4% | $6,407+15.3% |
| Admin fee / account holder | $1,628 | $16,471-90.1% | $14,116-88.5% | $12,270-86.7% |