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 | $31,276 | $51,175-38.9% | $70,515-55.6% | $75,163-58.4% |
| Participation rate | 92.9% | 60.9%+31.9pp | 68.3%+24.5pp | 67.2%+25.7pp |
| Annual return | 24.92% | 30.02%-5.1pp | 32.77%-7.8pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,218 | $1,826+21.5% | $2,973-25.4% | $2,670-16.9% |
| Participant deferral / active EE | $4,162 | $2,849+46.1% | $4,567-8.9% | $4,125+0.9% |
| Admin fee / account holder | $6,619 | $4,091+61.8% | $6,412+3.2% | $5,651+17.1% |