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 | $49,044 | $159,602-69.3% | $150,045-67.3% | $142,382-65.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 24.12% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,254 | $4,961-34.4% | $4,693-30.7% | $4,299-24.3% |
| Participant deferral / active EE | $10,718 | $8,310+29.0% | $7,997+34.0% | $6,507+64.7% |
| Admin fee / account holder | $306 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |