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 | $25,723 | $111,754-77.0% | $103,333-75.1% | $145,922-82.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 14.61% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,088 | $4,212-26.7% | $3,868-20.2% | $4,660-33.7% |
| Participant deferral / active EE | $4,475 | $5,619-20.4% | $5,057-11.5% | $6,688-33.1% |
| Admin fee / account holder | $376 | $9,750-96.1% | $8,355-95.5% | $13,397-97.2% |