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 | $54,510 | $148,534-63.3% | $135,903-59.9% | $139,434-60.9% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 28.99% | 79.19%-50.2pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $9,759 | $5,243+86.1% | $4,856+101.0% | $4,751+105.4% |
| Participant deferral / active EE | $19,006 | $8,100+134.6% | $7,758+145.0% | $6,710+183.2% |
| Admin fee / account holder | $4,604 | $12,400-62.9% | $10,762-57.2% | $11,403-59.6% |