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 4-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 | $86,124 | $177,572-51.5% | $154,803-44.4% | $142,382-39.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.46% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,797 | $4,810-41.9% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $5,097 | $6,272-18.7% | $5,540-8.0% | $6,507-21.7% |
| Admin fee / account holder | $568 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |