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 | $50,975 | $51,638-1.3% | $68,368-25.4% | $82,448-38.2% |
| Participation rate | 84.0% | 63.6%+20.4pp | 73.8%+10.2pp | 68.1%+15.9pp |
| Annual return | 21.48% | 37.53%-16.1pp | 292.57%-271.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $4,528 | $2,047+121.2% | $2,649+70.9% | $2,551+77.5% |
| Participant deferral / active EE | $6,536 | $2,914+124.3% | $4,123+58.5% | $4,139+57.9% |
| Admin fee / account holder | $913 | $4,643-80.3% | $5,150-82.3% | $7,234-87.4% |