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 | $85,785 | $114,381-25.0% | $107,525-20.2% | $142,382-39.8% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 15.43% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,819 | $4,015+169.5% | $3,754+188.2% | $4,299+151.6% |
| Participant deferral / active EE | $7,157 | $5,564+28.6% | $5,116+39.9% | $6,507+10.0% |
| Admin fee / account holder | $888 | $9,860-91.0% | $8,919-90.0% | $12,624-93.0% |