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 | $25,938 | $71,050-63.5% | $93,606-72.3% | $80,856-67.9% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.6%+10.9pp |
| Annual return | 12.62% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,185 | $1,564+39.7% | $2,420-9.7% | $2,755-20.7% |
| Participant deferral / active EE | $3,618 | $4,034-10.3% | $4,411-18.0% | $4,296-15.8% |
| Admin fee / account holder | $1,437 | $6,945-79.3% | $8,285-82.7% | $6,918-79.2% |