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 | $32,801 | $54,705-40.0% | $71,209-53.9% | $84,808-61.3% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 35.85% | 35.90%0pp | 282.51%-246.7pp | 40.90%-5.0pp |
| Employer contribution / active EE | $3,583 | $2,158+66.0% | $2,721+31.7% | $2,631+36.2% |
| Participant deferral / active EE | $5,214 | $3,030+72.1% | $4,175+24.9% | $4,212+23.8% |
| Admin fee / account holder | $1,737 | $4,863-64.3% | $5,349-67.5% | $7,344-76.3% |