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 | $63,462 | $214,378-70.4% | $200,582-68.4% | $142,382-55.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 22.79% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,743 | $6,841-45.3% | $6,419-41.7% | $4,299-12.9% |
| Participant deferral / active EE | $13,964 | $9,865+41.6% | $9,331+49.7% | $6,507+114.6% |
| Admin fee / account holder | $9,044 | $17,692-48.9% | $16,305-44.5% | $12,624-28.4% |