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 | $96,673 | $209,336-53.8% | $197,124-51.0% | $137,256-29.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.07% | 48.09%-26.0pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,621 | $6,591-29.9% | $6,227-25.8% | $4,156+11.2% |
| Participant deferral / active EE | $17,272 | $9,614+79.6% | $9,135+89.1% | $6,407+169.6% |
| Admin fee / account holder | $6,456 | $17,308-62.7% | $16,298-60.4% | $12,270-47.4% |