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 | $83,955 | $179,726-53.3% | $156,263-46.3% | $142,382-41.0% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 23.87% | 77.86%-54.0pp | 59.47%-35.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $5,305 | $5,069+4.7% | $4,333+22.4% | $4,299+23.4% |
| Participant deferral / active EE | $11,265 | $6,956+61.9% | $6,158+82.9% | $6,507+73.1% |
| Admin fee / account holder | $6,147 | $17,272-64.4% | $14,255-56.9% | $12,624-51.3% |