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 4-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 | $95,984 | $177,572-45.9% | $154,803-38.0% | $142,382-32.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 111.64% | 65.07%+46.6pp | 58.88%+52.8pp | 217.08%-105.4pp |
| Employer contribution / active EE | $2,086 | $4,810-56.6% | $4,305-51.5% | $4,299-51.5% |
| Participant deferral / active EE | $6,407 | $6,272+2.2% | $5,540+15.6% | $6,507-1.5% |
| Admin fee / account holder | $337 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |