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 | $114,159 | $179,726-36.5% | $156,263-26.9% | $142,382-19.8% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 44.14% | 77.86%-33.7pp | 59.47%-15.3pp | 217.08%-172.9pp |
| Employer contribution / active EE | $4,131 | $5,069-18.5% | $4,333-4.7% | $4,299-3.9% |
| Participant deferral / active EE | $13,914 | $6,956+100.0% | $6,158+125.9% | $6,507+113.8% |
| Admin fee / account holder | $379 | $17,272-97.8% | $14,255-97.3% | $12,624-97.0% |