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 | $84,838 | $86,286-1.7% | $111,297-23.8% | $85,850-1.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.4pp | 69.3%+22.4pp |
| Annual return | 20.74% | 19.99%+0.8pp | 54.65%-33.9pp | 318.53%-297.8pp |
| Employer contribution / active EE | $3,763 | $2,043+84.2% | $2,731+37.8% | $2,565+46.7% |
| Participant deferral / active EE | $5,516 | $3,641+51.5% | $4,487+22.9% | $3,952+39.6% |
| Admin fee / account holder | $4,199 | $8,188-48.7% | $7,964-47.3% | $6,260-32.9% |