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 | $37,245 | $148,534-74.9% | $135,903-72.6% | $139,434-73.3% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 27.64% | 79.19%-51.5pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $4,655 | $5,243-11.2% | $4,856-4.2% | $4,751-2.0% |
| Participant deferral / active EE | $11,526 | $8,100+42.3% | $7,758+48.6% | $6,710+71.8% |
| Admin fee / account holder | $561 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |