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 6-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 | $41,458 | $201,272-79.4% | $184,203-77.5% | $145,922-71.6% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 22.59% | 29.00%-6.4pp | 28.81%-6.2pp | 561.29%-538.7pp |
| Employer contribution / active EE | $5,004 | $7,022-28.7% | $6,427-22.1% | $4,660+7.4% |
| Participant deferral / active EE | $10,107 | $9,806+3.1% | $9,131+10.7% | $6,688+51.1% |
| Admin fee / account holder | $314 | $16,364-98.1% | $13,901-97.7% | $13,397-97.7% |