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 | $95,453-32.5% | $112,040-42.5% | $82,448-21.8% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.5%+14.2pp | 68.1%+22.6pp |
| Annual return | 18.30% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $6,858 | $2,318+195.9% | $2,954+132.2% | $2,551+168.8% |
| Participant deferral / active EE | $6,601 | $4,224+56.3% | $5,098+29.5% | $4,139+59.5% |
| Admin fee / account holder | $1,232 | $9,013-86.3% | $12,098-89.8% | $7,234-83.0% |