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 3-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 | $26,248 | $177,572-85.2% | $154,803-83.0% | $142,382-81.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 58.79% | 65.07%-6.3pp | 58.88%-0.1pp | 217.08%-158.3pp |
| Employer contribution / active EE | $4,175 | $4,810-13.2% | $4,305-3.0% | $4,299-2.9% |
| Participant deferral / active EE | $6,688 | $6,272+6.6% | $5,540+20.7% | $6,507+2.8% |
| Admin fee / account holder | $734 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |