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 | $81,781 | $72,277+13.2% | $101,248-19.2% | $79,858+2.4% |
| Participation rate | 91.5% | 68.5%+23.1pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 12.64% | 22.30%-9.7pp | 46.47%-33.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $912 | $2,692-66.1% | $3,660-75.1% | $2,471-63.1% |
| Participant deferral / active EE | $5,897 | $3,282+79.7% | $4,370+34.9% | $3,740+57.7% |
| Admin fee / account holder | $7,486 | $4,400+70.1% | $5,945+25.9% | $5,306+41.1% |