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 | $51,054 | $106,584-52.1% | $101,326-49.6% | $142,382-64.1% |
| Participation rate | 94.7% | 82.7%+12.0pp | 81.5%+13.2pp | 80.1%+14.6pp |
| Annual return | 21.69% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,803 | $3,956+72.0% | $3,665+85.6% | $4,299+58.3% |
| Participant deferral / active EE | $16,045 | $8,297+93.4% | $7,994+100.7% | $6,507+146.6% |
| Admin fee / account holder | $6,291 | $11,446-45.0% | $11,185-43.8% | $12,624-50.2% |