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 6-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 | $87,144 | $185,822-53.1% | $169,993-48.7% | $139,434-37.5% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 23.40% | 60.50%-37.1pp | 53.37%-30.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $4,035 | $7,590-46.8% | $6,785-40.5% | $4,751-15.1% |
| Participant deferral / active EE | $12,717 | $11,622+9.4% | $10,408+22.2% | $6,710+89.5% |
| Admin fee / account holder | $1,713 | $15,381-88.9% | $12,815-86.6% | $11,403-85.0% |