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 | $71,699 | $123,793-42.1% | $177,821-59.7% | $79,858-10.2% |
| Participation rate | 89.1% | 84.7%+4.4pp | 87.7%+1.4pp | 69.6%+19.5pp |
| Annual return | 15.95% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,575 | $4,095-61.5% | $5,918-73.4% | $2,471-36.3% |
| Participant deferral / active EE | $6,068 | $5,956+1.9% | $7,714-21.3% | $3,740+62.2% |
| Admin fee / account holder | $595 | $7,243-91.8% | $12,427-95.2% | $5,306-88.8% |