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 | $32,126 | $209,336-84.7% | $197,124-83.7% | $137,256-76.6% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 20.04% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,827 | $6,591-57.1% | $6,227-54.6% | $4,156-32.0% |
| Participant deferral / active EE | $9,106 | $9,614-5.3% | $9,135-0.3% | $6,407+42.1% |
| Admin fee / account holder | $4,023 | $17,308-76.8% | $16,298-75.3% | $12,270-67.2% |