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 | $37,026 | $106,584-65.3% | $101,326-63.5% | $142,382-74.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 27.73% | 36.93%-9.2pp | 36.82%-9.1pp | 217.08%-189.3pp |
| Employer contribution / active EE | $3,308 | $3,956-16.4% | $3,665-9.7% | $4,299-23.1% |
| Participant deferral / active EE | $12,661 | $8,297+52.6% | $7,994+58.4% | $6,507+94.6% |
| Admin fee / account holder | $510 | $11,446-95.5% | $11,185-95.4% | $12,624-96.0% |