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 | $39,566 | $93,571-57.7% | $135,903-70.9% | $75,163-47.4% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 23.23% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,251 | $3,537-36.4% | $4,856-53.7% | $2,670-15.7% |
| Participant deferral / active EE | $10,632 | $6,404+66.0% | $7,758+37.0% | $4,125+157.7% |
| Admin fee / account holder | $752 | $6,975-89.2% | $10,762-93.0% | $5,651-86.7% |