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 5-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 | $118,023 | $89,753+31.5% | $107,525+9.8% | $84,808+39.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.09% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,718 | $3,113-12.7% | $3,754-27.6% | $2,631+3.3% |
| Participant deferral / active EE | $5,981 | $4,056+47.4% | $5,116+16.9% | $4,212+42.0% |
| Admin fee / account holder | $7,563 | $7,222+4.7% | $8,919-15.2% | $7,344+3.0% |