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 | $55,986 | $201,259-72.2% | $184,200-69.6% | $145,959-61.6% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 16.01% | 28.98%-13.0pp | 28.80%-12.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $8,584 | $7,018+22.3% | $6,424+33.6% | $4,661+84.2% |
| Participant deferral / active EE | $17,068 | $9,806+74.1% | $9,132+86.9% | $6,689+155.2% |
| Admin fee / account holder | $11,310 | $16,372-30.9% | $13,907-18.7% | $13,398-15.6% |