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 | $89,841 | $77,314+16.2% | $177,989-49.5% | $80,856+11.1% |
| Participation rate | 73.8% | 65.7%+8.1pp | 77.1%-3.3pp | 67.6%+6.2pp |
| Annual return | 12.02% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,057 | $2,292+33.4% | $3,949-22.6% | $2,755+11.0% |
| Participant deferral / active EE | $5,915 | $4,411+34.1% | $6,276-5.8% | $4,296+37.7% |
| Admin fee / account holder | $13,299 | $7,191+84.9% | $10,363+28.3% | $6,918+92.2% |