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 | $154,555 | $201,272-23.2% | $184,203-16.1% | $145,922+5.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 12.54% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $10,622 | $7,022+51.3% | $6,427+65.3% | $4,660+128.0% |
| Participant deferral / active EE | $18,012 | $9,806+83.7% | $9,131+97.3% | $6,688+169.3% |
| Admin fee / account holder | $4,806 | $16,364-70.6% | $13,901-65.4% | $13,397-64.1% |