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 | $69,285 | $154,228-55.1% | $145,433-52.4% | $137,256-49.5% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 25.45% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $7,088 | $4,804+47.5% | $4,554+55.6% | $4,156+70.5% |
| Participant deferral / active EE | $9,964 | $8,216+21.3% | $7,897+26.2% | $6,407+55.5% |
| Admin fee / account holder | $1,058 | $14,344-92.6% | $13,129-91.9% | $12,270-91.4% |