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 | $48,455 | $51,175-5.3% | $70,515-31.3% | $75,163-35.5% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 21.68% | 30.02%-8.3pp | 32.77%-11.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,771 | $1,826+51.7% | $2,973-6.8% | $2,670+3.8% |
| Participant deferral / active EE | $8,618 | $2,849+202.5% | $4,567+88.7% | $4,125+108.9% |
| Admin fee / account holder | $550 | $4,091-86.6% | $6,412-91.4% | $5,651-90.3% |