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 | $122,271 | $159,602-23.4% | $150,045-18.5% | $142,382-14.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 20.76% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,022 | $4,961-18.9% | $4,693-14.3% | $4,299-6.4% |
| Participant deferral / active EE | $15,041 | $8,310+81.0% | $7,997+88.1% | $6,507+131.1% |
| Admin fee / account holder | $911 | $14,846-93.9% | $13,435-93.2% | $12,624-92.8% |