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 | $34,762 | $154,228-77.5% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,568 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $5,746 | $8,216-30.1% | $7,897-27.2% | $6,407-10.3% |
| Admin fee / account holder | $980 | $14,344-93.2% | $13,129-92.5% | $12,270-92.0% |