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 9-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 | $52,022 | $93,170-44.2% | $100,534-48.3% | $84,808-38.7% |
| Participation rate | 81.8% | 75.8%+6.0pp | 80.6%+1.2pp | 68.3%+13.5pp |
| Annual return | 19.55% | 47.13%-27.6pp | 32.66%-13.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,356 | $3,985+34.4% | $4,346+23.2% | $2,631+103.6% |
| Participant deferral / active EE | $10,024 | $5,699+75.9% | $6,144+63.2% | $4,212+138.0% |
| Admin fee / account holder | $17,380 | $7,382+135.4% | $7,654+127.1% | $7,344+136.7% |