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 | $56,876 | $88,672-35.9% | $105,223-45.9% | $82,448-31.0% |
| Participation rate | 72.2% | 67.9%+4.3pp | 75.0%-2.8pp | 68.1%+4.2pp |
| Annual return | 20.25% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,748 | $3,048-9.8% | $3,689-25.5% | $2,551+7.7% |
| Participant deferral / active EE | $5,551 | $4,036+37.5% | $5,072+9.5% | $4,139+34.1% |
| Admin fee / account holder | $948 | $7,146-86.7% | $8,859-89.3% | $7,234-86.9% |