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 | $70,053 | $100,773-30.5% | $88,946-21.2% | $142,382-50.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 17.43% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,071 | $2,918-29.0% | $2,555-18.9% | $4,299-51.8% |
| Participant deferral / active EE | $4,608 | $5,230-11.9% | $4,581+0.6% | $6,507-29.2% |
| Admin fee / account holder | $720 | $9,693-92.6% | $8,261-91.3% | $12,624-94.3% |