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 | $45,837 | $159,602-71.3% | $150,045-69.5% | $142,382-67.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 40.56% | 70.24%-29.7pp | 62.55%-22.0pp | 217.08%-176.5pp |
| Employer contribution / active EE | $6,103 | $4,961+23.0% | $4,693+30.0% | $4,299+41.9% |
| Participant deferral / active EE | $8,188 | $8,310-1.5% | $7,997+2.4% | $6,507+25.8% |
| Admin fee / account holder | $7,061 | $14,846-52.4% | $13,435-47.4% | $12,624-44.1% |