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 7-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 | $49,613 | $159,602-68.9% | $150,045-66.9% | $142,382-65.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 36.75% | 70.24%-33.5pp | 62.55%-25.8pp | 217.08%-180.3pp |
| Employer contribution / active EE | $4,115 | $4,961-17.0% | $4,693-12.3% | $4,299-4.3% |
| Participant deferral / active EE | $10,901 | $8,310+31.2% | $7,997+36.3% | $6,507+67.5% |
| Admin fee / account holder | $558 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |