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 | $99,189 | $163,101-39.2% | $136,749-27.5% | $142,382-30.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.50% | 27.54%-13.0pp | 24.33%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,516 | $4,117+179.7% | $3,400+238.7% | $4,299+167.9% |
| Participant deferral / active EE | $5,667 | $5,585+1.5% | $4,692+20.8% | $6,507-12.9% |
| Admin fee / account holder | $758 | $14,318-94.7% | $11,386-93.3% | $12,624-94.0% |