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 10-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 | $42,617 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 39.73% | 74.59%-34.9pp | 66.58%-26.8pp | 220.34%-180.6pp |
| Employer contribution / active EE | $1,642 | $4,804-65.8% | $4,554-64.0% | $4,156-60.5% |
| Participant deferral / active EE | $9,447 | $8,216+15.0% | $7,897+19.6% | $6,407+47.5% |
| Admin fee / account holder | $3,455 | $14,344-75.9% | $13,129-73.7% | $12,270-71.8% |