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 | $106,154 | $159,602-33.5% | $150,045-29.3% | $142,382-25.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.78% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,053 | $4,961+22.0% | $4,693+29.0% | $4,299+40.8% |
| Participant deferral / active EE | $16,343 | $8,310+96.7% | $7,997+104.4% | $6,507+151.1% |
| Admin fee / account holder | $1,043 | $14,846-93.0% | $13,435-92.2% | $12,624-91.7% |