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 | $50,858 | $148,534-65.8% | $135,903-62.6% | $139,434-63.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.74% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,400 | $5,243-73.3% | $4,856-71.2% | $4,751-70.5% |
| Participant deferral / active EE | $6,276 | $8,100-22.5% | $7,758-19.1% | $6,710-6.5% |
| Admin fee / account holder | $430 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |