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 | $30,731 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 33.38% | 166.71%-133.3pp | 134.42%-101.0pp | 372.94%-339.6pp |
| Employer contribution / active EE | $2,368 | $5,474-56.7% | $4,818-50.8% | $4,751-50.1% |
| Participant deferral / active EE | $6,085 | $6,519-6.7% | $5,680+7.1% | $6,710-9.3% |
| Admin fee / account holder | $656 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |