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 | $209,336-80.8% | $197,124-79.6% | $137,256-70.7% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 26.21% | 48.09%-21.9pp | 44.34%-18.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $6,234 | $6,591-5.4% | $6,227+0.1% | $4,156+50.0% |
| Participant deferral / active EE | $14,247 | $9,614+48.2% | $9,135+56.0% | $6,407+122.4% |
| Admin fee / account holder | $745 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |