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 | $43,351 | $201,272-78.5% | $184,203-76.5% | $145,922-70.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 16.30% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $9,837 | $7,022+40.1% | $6,427+53.1% | $4,660+111.1% |
| Participant deferral / active EE | $5,009 | $9,806-48.9% | $9,131-45.1% | $6,688-25.1% |
| Admin fee / account holder | $4,196 | $16,364-74.4% | $13,901-69.8% | $13,397-68.7% |