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 | $64,618 | $100,923-36.0% | $150,045-56.9% | $74,304-13.0% |
| Participation rate | 71.4% | 70.1%+1.3pp | 82.3%-10.9pp | 60.3%+11.1pp |
| Annual return | 22.92% | 51.77%-28.8pp | 62.55%-39.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $3,085 | $3,463-10.9% | $4,693-34.3% | $2,241+37.6% |
| Participant deferral / active EE | $7,330 | $6,709+9.2% | $7,997-8.3% | $3,767+94.6% |
| Admin fee / account holder | $1,646 | $2,767-40.5% | $13,435-87.7% | $2,969-44.5% |