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 | $99,629 | $100,773-1.1% | $88,946+12.0% | $142,382-30.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 13.97% | 70.18%-56.2pp | 57.82%-43.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,406 | $2,918-51.8% | $2,555-45.0% | $4,299-67.3% |
| Participant deferral / active EE | $9,703 | $5,230+85.5% | $4,581+111.8% | $6,507+49.1% |
| Admin fee / account holder | $1,254 | $9,693-87.1% | $8,261-84.8% | $12,624-90.1% |