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 | $36,567 | $81,460-55.1% | $103,333-64.6% | $80,856-54.8% |
| Participation rate | 89.5% | 66.8%+22.6pp | 74.5%+15.0pp | 67.6%+21.8pp |
| Annual return | 13.54% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $7,797 | $3,105+151.1% | $3,868+101.6% | $2,755+183.0% |
| Participant deferral / active EE | $5,321 | $3,869+37.5% | $5,057+5.2% | $4,296+23.9% |
| Admin fee / account holder | $7,289 | $6,566+11.0% | $8,355-12.8% | $6,918+5.4% |