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 | $39,377 | $105,126-62.5% | $94,646-58.4% | $139,434-71.8% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.8pp | 80.3%+6.3pp |
| Annual return | 26.61% | 38.03%-11.4pp | 156.71%-130.1pp | 372.94%-346.3pp |
| Employer contribution / active EE | $3,749 | $4,106-8.7% | $3,672+2.1% | $4,751-21.1% |
| Participant deferral / active EE | $13,117 | $7,599+72.6% | $7,418+76.8% | $6,710+95.5% |
| Admin fee / account holder | $1,777 | $8,984-80.2% | $7,231-75.4% | $11,403-84.4% |