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 | $46,909 | $154,228-69.6% | $145,433-67.7% | $137,256-65.8% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $6,870 | $4,804+43.0% | $4,554+50.8% | $4,156+65.3% |
| Participant deferral / active EE | $5,910 | $8,216-28.1% | $7,897-25.2% | $6,407-7.8% |
| Admin fee / account holder | $434 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |