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 | $51,841 | $146,267-64.6% | $197,124-73.7% | $82,448-37.1% |
| Participation rate | 88.5% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.4pp |
| Annual return | 34.72% | 29.61%+5.1pp | 44.34%-9.6pp | 41.64%-6.9pp |
| Employer contribution / active EE | $3,217 | $4,723-31.9% | $6,227-48.3% | $2,551+26.1% |
| Participant deferral / active EE | $6,450 | $7,035-8.3% | $9,135-29.4% | $4,139+55.8% |
| Admin fee / account holder | $924 | $14,422-93.6% | $16,298-94.3% | $7,234-87.2% |