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 6-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 | $100,591 | $179,726-44.0% | $156,263-35.6% | $142,382-29.4% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 15.66% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,977 | $5,069-1.8% | $4,333+14.9% | $4,299+15.8% |
| Participant deferral / active EE | $15,971 | $6,956+129.6% | $6,158+159.3% | $6,507+145.4% |
| Admin fee / account holder | $423 | $17,272-97.6% | $14,255-97.0% | $12,624-96.6% |