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 | $80,069 | $105,126-23.8% | $94,646-15.4% | $139,434-42.6% |
| Participation rate | 94.7% | 82.4%+12.4pp | 80.8%+13.9pp | 80.3%+14.4pp |
| Annual return | 21.75% | 38.03%-16.3pp | 156.71%-135.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,831 | $4,106-55.4% | $3,672-50.1% | $4,751-61.5% |
| Participant deferral / active EE | $8,437 | $7,599+11.0% | $7,418+13.7% | $6,710+25.7% |
| Admin fee / account holder | $5,229 | $8,984-41.8% | $7,231-27.7% | $11,403-54.1% |