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 | $74,778 | $65,561+14.1% | $86,188-13.2% | $75,163-0.5% |
| Participation rate | 87.1% | 60.5%+26.6pp | 69.0%+18.1pp | 67.2%+19.9pp |
| Annual return | 23.52% | 46.05%-22.5pp | 1168.45%-1144.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,086 | $1,553-30.1% | $2,380-54.4% | $2,670-59.3% |
| Participant deferral / active EE | $3,390 | $3,024+12.1% | $3,985-14.9% | $4,125-17.8% |
| Admin fee / account holder | $852 | $5,474-84.4% | $6,852-87.6% | $5,651-84.9% |