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 | $70,396 | $201,272-65.0% | $184,203-61.8% | $145,922-51.8% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 19.20% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $5,984 | $7,022-14.8% | $6,427-6.9% | $4,660+28.4% |
| Participant deferral / active EE | $12,175 | $9,806+24.2% | $9,131+33.3% | $6,688+82.0% |
| Admin fee / account holder | $970 | $16,364-94.1% | $13,901-93.0% | $13,397-92.8% |