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 | $52,112 | $76,407-31.8% | $150,298-65.3% | $82,448-36.8% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 14.70% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,010 | $2,614+53.4% | $4,154-3.5% | $2,551+57.2% |
| Participant deferral / active EE | $5,296 | $3,214+64.8% | $5,453-2.9% | $4,139+27.9% |
| Admin fee / account holder | $532 | $6,352-91.6% | $14,116-96.2% | $7,234-92.7% |