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 7-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 | $100,893 | $197,591-48.9% | $177,821-43.3% | $158,922-36.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 8.21% | 58.76%-50.5pp | 48.32%-40.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $5,822 | $6,697-13.1% | $5,918-1.6% | $4,761+22.3% |
| Participant deferral / active EE | $12,150 | $8,405+44.6% | $7,714+57.5% | $5,982+103.1% |
| Admin fee / account holder | $526 | $15,399-96.6% | $12,427-95.8% | $11,246-95.3% |