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 | $37,209 | $81,460-54.3% | $103,333-64.0% | $80,856-54.0% |
| Participation rate | 81.5% | 66.8%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 11.63% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,999 | $3,105-3.4% | $3,868-22.5% | $2,755+8.9% |
| Participant deferral / active EE | $5,709 | $3,869+47.6% | $5,057+12.9% | $4,296+32.9% |
| Admin fee / account holder | $3,554 | $6,566-45.9% | $8,355-57.5% | $6,918-48.6% |