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 3-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 | $84,704 | $179,726-52.9% | $156,263-45.8% | $142,382-40.5% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 20.31% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,434 | $5,069-12.5% | $4,333+2.3% | $4,299+3.1% |
| Participant deferral / active EE | $11,015 | $6,956+58.4% | $6,158+78.9% | $6,507+69.3% |
| Admin fee / account holder | $2,647 | $17,272-84.7% | $14,255-81.4% | $12,624-79.0% |