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 10-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 | $47,780 | $152,587-68.7% | $125,175-61.8% | $152,861-68.7% |
| Participation rate | 78.3% | 83.3%-5.1pp | 79.8%-1.5pp | 82.4%-4.2pp |
| Annual return | 22.07% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,078 | $4,946-17.6% | $3,865+5.5% | $4,762-14.4% |
| Participant deferral / active EE | $7,448 | $5,868+26.9% | $4,937+50.9% | $5,850+27.3% |
| Admin fee / account holder | $5,556 | $13,434-58.6% | $9,702-42.7% | $11,596-52.1% |