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 | $75,072 | $159,602-53.0% | $150,045-50.0% | $142,382-47.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 18.96% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,555 | $4,961-8.2% | $4,693-2.9% | $4,299+6.0% |
| Participant deferral / active EE | $10,757 | $8,310+29.4% | $7,997+34.5% | $6,507+65.3% |
| Admin fee / account holder | $4,492 | $14,846-69.7% | $13,435-66.6% | $12,624-64.4% |