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 | $51,661 | $110,257-53.1% | $96,544-46.5% | $139,434-62.9% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 20.22% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,506 | $3,620-30.8% | $2,965-15.5% | $4,751-47.3% |
| Participant deferral / active EE | $4,588 | $5,548-17.3% | $4,851-5.4% | $6,710-31.6% |
| Admin fee / account holder | $7,746 | $11,591-33.2% | $8,252-6.1% | $11,403-32.1% |