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 | $97,833 | $177,572-44.9% | $154,803-36.8% | $142,382-31.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.63% | 65.07%-43.4pp | 58.88%-37.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,458 | $4,810-69.7% | $4,305-66.1% | $4,299-66.1% |
| Participant deferral / active EE | $10,715 | $6,272+70.8% | $5,540+93.4% | $6,507+64.7% |
| Admin fee / account holder | $1,655 | $16,786-90.1% | $14,329-88.5% | $12,624-86.9% |