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 | $34,409 | $201,259-82.9% | $184,200-81.3% | $145,959-76.4% |
| Participation rate | 93.8% | 87.5%+6.2pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 13.71% | 28.98%-15.3pp | 28.80%-15.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,174 | $7,018-54.8% | $6,424-50.6% | $4,661-31.9% |
| Participant deferral / active EE | $4,880 | $9,806-50.2% | $9,132-46.6% | $6,689-27.0% |
| Admin fee / account holder | $7,739 | $16,372-52.7% | $13,907-44.4% | $13,398-42.2% |