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 | $49,399 | $60,022-17.7% | $88,946-44.5% | $84,808-41.8% |
| Participation rate | 88.6% | 57.8%+30.8pp | 68.8%+19.8pp | 68.3%+20.3pp |
| Annual return | 16.96% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,815 | $1,703+65.3% | $2,555+10.2% | $2,631+7.0% |
| Participant deferral / active EE | $7,815 | $3,114+151.0% | $4,581+70.6% | $4,212+85.6% |
| Admin fee / account holder | $7,323 | $4,811+52.2% | $8,261-11.4% | $7,344-0.3% |