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 | $43,491 | $109,881-60.4% | $150,045-71.0% | $84,808-48.7% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 27.11% | 28.25%-1.1pp | 62.55%-35.4pp | 40.90%-13.8pp |
| Employer contribution / active EE | $2,975 | $3,561-16.4% | $4,693-36.6% | $2,631+13.1% |
| Participant deferral / active EE | $5,388 | $6,636-18.8% | $7,997-32.6% | $4,212+27.9% |
| Admin fee / account holder | $1,759 | $8,568-79.5% | $13,435-86.9% | $7,344-76.0% |