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 | $41,810 | $148,534-71.9% | $135,903-69.2% | $139,434-70.0% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 27.58% | 79.19%-51.6pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $5,648 | $5,243+7.7% | $4,856+16.3% | $4,751+18.9% |
| Participant deferral / active EE | $13,644 | $8,100+68.4% | $7,758+75.9% | $6,710+103.3% |
| Admin fee / account holder | $2,064 | $12,400-83.4% | $10,762-80.8% | $11,403-81.9% |