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 | $44,087 | $87,013-49.3% | $106,213-58.5% | $80,856-45.5% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.6%+17.0pp |
| Annual return | 21.34% | 17.05%+4.3pp | 116.14%-94.8pp | 35.59%-14.3pp |
| Employer contribution / active EE | $5,505 | $2,395+129.8% | $3,171+73.6% | $2,755+99.8% |
| Participant deferral / active EE | $16,306 | $3,986+309.1% | $5,016+225.1% | $4,296+279.6% |
| Admin fee / account holder | $23,049 | $8,431+173.4% | $11,033+108.9% | $6,918+233.2% |