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 | $47,111 | $210,408-77.6% | $153,485-69.3% | $145,922-67.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.75% | 13.37%+3.4pp | 15.65%+1.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,599 | $6,048-57.0% | $5,039-48.4% | $4,660-44.2% |
| Participant deferral / active EE | $7,059 | $7,975-11.5% | $6,757+4.5% | $6,688+5.5% |
| Admin fee / account holder | $1,074 | $19,419-94.5% | $12,724-91.6% | $13,397-92.0% |