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 | $45,463 | $124,425-63.5% | $112,040-59.4% | $137,256-66.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 35.41% | 24.72%+10.7pp | 24.52%+10.9pp | 220.34%-184.9pp |
| Employer contribution / active EE | $1,311 | $3,411-61.6% | $2,954-55.6% | $4,156-68.5% |
| Participant deferral / active EE | $1,871 | $5,718-67.3% | $5,098-63.3% | $6,407-70.8% |
| Admin fee / account holder | $11,612 | $15,207-23.6% | $12,098-4.0% | $12,270-5.4% |