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 4-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 | $57,057 | $159,602-64.3% | $150,045-62.0% | $142,382-59.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 41.86% | 70.24%-28.4pp | 62.55%-20.7pp | 217.08%-175.2pp |
| Employer contribution / active EE | $2,843 | $4,961-42.7% | $4,693-39.4% | $4,299-33.9% |
| Participant deferral / active EE | $11,867 | $8,310+42.8% | $7,997+48.4% | $6,507+82.4% |
| Admin fee / account holder | $2,466 | $14,846-83.4% | $13,435-81.6% | $12,624-80.5% |