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 | $49,299 | $93,170-47.1% | $100,534-51.0% | $84,808-41.9% |
| Participation rate | 82.5% | 75.8%+6.7pp | 80.6%+1.9pp | 68.3%+14.2pp |
| Annual return | 17.76% | 47.13%-29.4pp | 32.66%-14.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,036 | $3,985-48.9% | $4,346-53.2% | $2,631-22.6% |
| Participant deferral / active EE | $5,610 | $5,699-1.6% | $6,144-8.7% | $4,212+33.2% |
| Admin fee / account holder | $6,195 | $7,382-16.1% | $7,654-19.1% | $7,344-15.6% |