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 | $82,431 | $73,933+11.5% | $96,683-14.7% | $75,163+9.7% |
| Participation rate | 75.8% | 66.4%+9.3pp | 74.3%+1.4pp | 67.2%+8.6pp |
| Annual return | 22.20% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $4,199 | $2,928+43.4% | $3,737+12.4% | $2,670+57.3% |
| Participant deferral / active EE | $9,036 | $3,659+147.0% | $4,878+85.2% | $4,125+119.1% |
| Admin fee / account holder | $2,959 | $5,216-43.3% | $6,730-56.0% | $5,651-47.6% |