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 | $16,854 | $177,572-90.5% | $154,803-89.1% | $142,382-88.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 49.30% | 65.07%-15.8pp | 58.88%-9.6pp | 217.08%-167.8pp |
| Employer contribution / active EE | $1,864 | $4,810-61.3% | $4,305-56.7% | $4,299-56.7% |
| Participant deferral / active EE | $11,820 | $6,272+88.5% | $5,540+113.3% | $6,507+81.6% |
| Admin fee / account holder | $857 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |