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 3-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 | $63,034 | $179,726-64.9% | $156,263-59.7% | $142,382-55.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 21.08% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,398 | $5,069-52.7% | $4,333-44.7% | $4,299-44.2% |
| Participant deferral / active EE | $11,497 | $6,956+65.3% | $6,158+86.7% | $6,507+76.7% |
| Admin fee / account holder | $849 | $17,272-95.1% | $14,255-94.0% | $12,624-93.3% |