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 | $108,010 | $201,272-46.3% | $184,203-41.4% | $145,922-26.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 17.63% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,700 | $7,022-33.1% | $6,427-26.9% | $4,660+0.9% |
| Participant deferral / active EE | $15,381 | $9,806+56.9% | $9,131+68.4% | $6,688+130.0% |
| Admin fee / account holder | $5,294 | $16,364-67.6% | $13,901-61.9% | $13,397-60.5% |