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 | $31,859 | $24,730+28.8% | $66,042-51.8% | $84,808-62.4% |
| Participation rate | 72.0% | 68.1%+3.9pp | 67.5%+4.5pp | 68.3%+3.7pp |
| Annual return | 16.40% | 79.55%-63.1pp | 52.11%-35.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,564 | $857+82.6% | $1,579-1.0% | $2,631-40.6% |
| Participant deferral / active EE | $5,024 | $1,737+189.3% | $2,835+77.2% | $4,212+19.3% |
| Admin fee / account holder | $1,144 | $3,014-62.0% | $5,747-80.1% | $7,344-84.4% |