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 | $35,067 | $106,584-67.1% | $101,326-65.4% | $142,382-75.4% |
| Participation rate | 94.7% | 82.7%+12.0pp | 81.5%+13.2pp | 80.1%+14.6pp |
| Annual return | 16.05% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $987 | $3,956-75.1% | $3,665-73.1% | $4,299-77.1% |
| Participant deferral / active EE | $11,026 | $8,297+32.9% | $7,994+37.9% | $6,507+69.4% |
| Admin fee / account holder | $8,866 | $11,446-22.5% | $11,185-20.7% | $12,624-29.8% |