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 | $44,225 | $209,336-78.9% | $197,124-77.6% | $137,256-67.8% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 17.55% | 48.09%-30.5pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,216 | $6,591-36.0% | $6,227-32.3% | $4,156+1.5% |
| Participant deferral / active EE | $12,286 | $9,614+27.8% | $9,135+34.5% | $6,407+91.8% |
| Admin fee / account holder | $14,432 | $17,308-16.6% | $16,298-11.4% | $12,270+17.6% |