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 | $76,272 | $172,111-55.7% | $150,298-49.3% | $137,256-44.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.79% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,366 | $4,636-27.4% | $4,154-19.0% | $4,156-19.0% |
| Participant deferral / active EE | $9,691 | $6,166+57.2% | $5,453+77.7% | $6,407+51.3% |
| Admin fee / account holder | $3,412 | $16,471-79.3% | $14,116-75.8% | $12,270-72.2% |