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 | $124,849 | $159,602-21.8% | $150,045-16.8% | $142,382-12.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 25.86% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,624 | $4,961-6.8% | $4,693-1.5% | $4,299+7.6% |
| Participant deferral / active EE | $8,181 | $8,310-1.6% | $7,997+2.3% | $6,507+25.7% |
| Admin fee / account holder | $2,059 | $14,846-86.1% | $13,435-84.7% | $12,624-83.7% |