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 3-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 | $78,964 | $154,228-48.8% | $145,433-45.7% | $137,256-42.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,760 | $4,804-21.7% | $4,554-17.4% | $4,156-9.5% |
| Participant deferral / active EE | $10,525 | $8,216+28.1% | $7,897+33.3% | $6,407+64.3% |
| Admin fee / account holder | $4,434 | $14,344-69.1% | $13,129-66.2% | $12,270-63.9% |