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 6-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 | $80,946 | $148,534-45.5% | $135,903-40.4% | $139,434-41.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 24.67% | 79.19%-54.5pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $5,116 | $5,243-2.4% | $4,856+5.4% | $4,751+7.7% |
| Participant deferral / active EE | $11,737 | $8,100+44.9% | $7,758+51.3% | $6,710+74.9% |
| Admin fee / account holder | $5,521 | $12,400-55.5% | $10,762-48.7% | $11,403-51.6% |