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 | $22,835 | $106,515-78.6% | $96,683-76.4% | $139,434-83.6% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 16.59% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,778 | $4,103-7.9% | $3,737+1.1% | $4,751-20.5% |
| Participant deferral / active EE | $6,135 | $5,454+12.5% | $4,878+25.8% | $6,710-8.6% |
| Admin fee / account holder | $8,053 | $7,877+2.2% | $6,730+19.7% | $11,403-29.4% |