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 3-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 | $48,924 | $93,571-47.7% | $135,903-64.0% | $75,163-34.9% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 18.05% | 30.90%-12.8pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,143 | $3,537-11.1% | $4,856-35.3% | $2,670+17.7% |
| Participant deferral / active EE | $5,137 | $6,404-19.8% | $7,758-33.8% | $4,125+24.5% |
| Admin fee / account holder | $1,722 | $6,975-75.3% | $10,762-84.0% | $5,651-69.5% |