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 | $94,059 | $179,726-47.7% | $156,263-39.8% | $142,382-33.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 35.74% | 77.86%-42.1pp | 59.47%-23.7pp | 217.08%-181.3pp |
| Employer contribution / active EE | $6,446 | $5,069+27.2% | $4,333+48.8% | $4,299+49.9% |
| Participant deferral / active EE | $13,284 | $6,956+91.0% | $6,158+115.7% | $6,507+104.1% |
| Admin fee / account holder | $337 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |