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 | $49,303 | $56,053-12.0% | $75,972-35.1% | $80,856-39.0% |
| Participation rate | 81.5% | 62.0%+19.4pp | 69.1%+12.4pp | 67.6%+13.8pp |
| Annual return | 15.21% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $850 | $1,874-54.6% | $2,685-68.3% | $2,755-69.1% |
| Participant deferral / active EE | $11,905 | $3,052+290.1% | $4,255+179.7% | $4,296+177.1% |
| Admin fee / account holder | $2,315 | $5,234-55.8% | $6,467-64.2% | $6,918-66.5% |