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 6-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 | $115,157 | $197,591-41.7% | $177,821-35.2% | $158,922-27.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.19% | 58.76%-42.6pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,601 | $6,697-76.1% | $5,918-72.9% | $4,761-66.4% |
| Participant deferral / active EE | $4,159 | $8,405-50.5% | $7,714-46.1% | $5,982-30.5% |
| Admin fee / account holder | $568 | $15,399-96.3% | $12,427-95.4% | $11,246-94.9% |