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 | $78,444 | $154,228-49.1% | $145,433-46.1% | $137,256-42.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 34.05% | 74.59%-40.5pp | 66.58%-32.5pp | 220.34%-186.3pp |
| Employer contribution / active EE | $5,359 | $4,804+11.5% | $4,554+17.7% | $4,156+28.9% |
| Participant deferral / active EE | $15,966 | $8,216+94.3% | $7,897+102.2% | $6,407+149.2% |
| Admin fee / account holder | $6,491 | $14,344-54.7% | $13,129-50.6% | $12,270-47.1% |