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 | $48,151 | $68,573-29.8% | $120,368-60.0% | $80,874-40.5% |
| Participation rate | 89.5% | 61.6%+27.9pp | 71.9%+17.6pp | 67.6%+21.8pp |
| Annual return | 17.80% | 23.61%-5.8pp | 107.26%-89.5pp | 35.62%-17.8pp |
| Employer contribution / active EE | $3,728 | $2,052+81.7% | $3,465+7.6% | $2,756+35.3% |
| Participant deferral / active EE | $9,570 | $3,174+201.5% | $4,991+91.7% | $4,297+122.7% |
| Admin fee / account holder | $464 | $5,734-91.9% | $9,429-95.1% | $6,935-93.3% |