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 | $48,989 | $111,754-56.2% | $103,333-52.6% | $145,922-66.4% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 12.03% | 24.77%-12.7pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $13,931 | $4,212+230.7% | $3,868+260.2% | $4,660+199.0% |
| Participant deferral / active EE | $5,721 | $5,619+1.8% | $5,057+13.1% | $6,688-14.5% |
| Admin fee / account holder | $7,121 | $9,750-27.0% | $8,355-14.8% | $13,397-46.8% |