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 | $43,951 | $183,519-76.1% | $155,509-71.7% | $145,922-69.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.83% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,602 | $5,313-69.8% | $4,672-65.7% | $4,660-65.6% |
| Participant deferral / active EE | $4,693 | $6,462-27.4% | $5,626-16.6% | $6,688-29.8% |
| Admin fee / account holder | $368 | $19,313-98.1% | $15,912-97.7% | $13,397-97.3% |