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 | $217,178 | $167,307+29.8% | $143,757+51.1% | $134,475+61.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 27.02% | 0.46%+26.6pp | -0.04%+27.1pp | 417.96%-390.9pp |
| Employer contribution / active EE | $5,318 | $5,619-5.4% | $4,951+7.4% | $4,740+12.2% |
| Participant deferral / active EE | $8,304 | $6,446+28.8% | $5,637+47.3% | $6,400+29.8% |
| Admin fee / account holder | $2,160 | $18,088-88.1% | $14,673-85.3% | $11,426-81.1% |