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 | $47,768 | $100,773-52.6% | $88,946-46.3% | $142,382-66.5% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 17.73% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,268 | $2,918+12.0% | $2,555+27.9% | $4,299-24.0% |
| Participant deferral / active EE | $7,246 | $5,230+38.5% | $4,581+58.2% | $6,507+11.4% |
| Admin fee / account holder | $932 | $9,693-90.4% | $8,261-88.7% | $12,624-92.6% |