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 4-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 | $40,894 | $172,111-76.2% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.81% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,545 | $4,636-23.5% | $4,154-14.7% | $4,156-14.7% |
| Participant deferral / active EE | $7,671 | $6,166+24.4% | $5,453+40.7% | $6,407+19.7% |
| Admin fee / account holder | $1,213 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |