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 | $62,513 | $148,534-57.9% | $135,903-54.0% | $139,434-55.2% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 22.17% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,856-26.0% | $4,751-24.3% |
| Participant deferral / active EE | $8,844 | $8,100+9.2% | $7,758+14.0% | $6,710+31.8% |
| Admin fee / account holder | $987 | $12,400-92.0% | $10,762-90.8% | $11,403-91.3% |