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 | $76,540 | $185,822-58.8% | $169,993-55.0% | $139,434-45.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 24.34% | 60.50%-36.2pp | 53.37%-29.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $14,797 | $7,590+95.0% | $6,785+118.1% | $4,751+211.5% |
| Participant deferral / active EE | $13,615 | $11,622+17.2% | $10,408+30.8% | $6,710+102.9% |
| Admin fee / account holder | $1,197 | $15,381-92.2% | $12,815-90.7% | $11,403-89.5% |