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 | $64,456 | $95,803-32.7% | $113,168-43.0% | $84,808-24.0% |
| Participation rate | 90.7% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.4pp |
| Annual return | 18.30% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,858 | $2,360+190.6% | $2,975+130.5% | $2,631+160.7% |
| Participant deferral / active EE | $6,601 | $4,242+55.6% | $5,107+29.3% | $4,212+56.7% |
| Admin fee / account holder | $1,232 | $8,989-86.3% | $12,068-89.8% | $7,344-83.2% |