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 4-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 | $59,605 | $209,336-71.5% | $197,124-69.8% | $137,256-56.6% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 18.96% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,805 | $6,591-72.6% | $6,227-71.0% | $4,156-56.6% |
| Participant deferral / active EE | $6,642 | $9,614-30.9% | $9,135-27.3% | $6,407+3.7% |
| Admin fee / account holder | $1,174 | $17,308-93.2% | $16,298-92.8% | $12,270-90.4% |