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 | $211,946 | $93,571+126.5% | $135,903+56.0% | $75,163+182.0% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 38.26% | 30.90%+7.4pp | 68.23%-30.0pp | 160.62%-122.4pp |
| Employer contribution / active EE | $3,932 | $3,537+11.2% | $4,856-19.0% | $2,670+47.3% |
| Participant deferral / active EE | $6,272 | $6,404-2.1% | $7,758-19.2% | $4,125+52.0% |
| Admin fee / account holder | $828 | $6,975-88.1% | $10,762-92.3% | $5,651-85.3% |