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 | $44,419 | $179,726-75.3% | $156,263-71.6% | $142,382-68.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 19.02% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,108 | $5,069-38.7% | $4,333-28.3% | $4,299-27.7% |
| Participant deferral / active EE | $9,100 | $6,956+30.8% | $6,158+47.8% | $6,507+39.8% |
| Admin fee / account holder | $7,840 | $17,272-54.6% | $14,255-45.0% | $12,624-37.9% |