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 | $54,356 | $77,899-30.2% | $149,673-63.7% | $75,163-27.7% |
| Participation rate | 81.1% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.9pp |
| Annual return | 20.89% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,468 | $3,137+10.5% | $4,818-28.0% | $2,670+29.9% |
| Participant deferral / active EE | $7,013 | $3,411+105.6% | $5,680+23.5% | $4,125+70.0% |
| Admin fee / account holder | $1,577 | $5,956-73.5% | $13,210-88.1% | $5,651-72.1% |