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 3-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 | $117,504 | $214,378-45.2% | $200,582-41.4% | $142,382-17.5% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 23.58% | 46.41%-22.8pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $9,851 | $6,841+44.0% | $6,419+53.5% | $4,299+129.1% |
| Participant deferral / active EE | $14,115 | $9,865+43.1% | $9,331+51.3% | $6,507+116.9% |
| Admin fee / account holder | $2,286 | $17,692-87.1% | $16,305-86.0% | $12,624-81.9% |