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 | $40,185 | $214,378-81.3% | $200,582-80.0% | $142,382-71.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 26.21% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.9pp |
| Employer contribution / active EE | $6,234 | $6,841-8.9% | $6,419-2.9% | $4,299+45.0% |
| Participant deferral / active EE | $14,247 | $9,865+44.4% | $9,331+52.7% | $6,507+118.9% |
| Admin fee / account holder | $745 | $17,692-95.8% | $16,305-95.4% | $12,624-94.1% |