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 | $63,738 | $209,336-69.6% | $197,124-67.7% | $137,256-53.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.19% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,990 | $6,591-69.8% | $6,227-68.0% | $4,156-52.1% |
| Participant deferral / active EE | $16,341 | $9,614+70.0% | $9,135+78.9% | $6,407+155.1% |
| Admin fee / account holder | $2,018 | $17,308-88.3% | $16,298-87.6% | $12,270-83.6% |