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 | $97,440 | $159,602-38.9% | $150,045-35.1% | $142,382-31.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 145.50% | 70.24%+75.3pp | 62.55%+83.0pp | 217.08%-71.6pp |
| Employer contribution / active EE | $6,081 | $4,961+22.6% | $4,693+29.6% | $4,299+41.5% |
| Participant deferral / active EE | $9,367 | $8,310+12.7% | $7,997+17.1% | $6,507+43.9% |
| Admin fee / account holder | $700 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |