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 | $56,616 | $148,534-61.9% | $135,903-58.3% | $139,434-59.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 24.71% | 79.19%-54.5pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $3,669 | $5,243-30.0% | $4,856-24.4% | $4,751-22.8% |
| Participant deferral / active EE | $6,337 | $8,100-21.8% | $7,758-18.3% | $6,710-5.6% |
| Admin fee / account holder | $421 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |