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 | $44,887 | $217,402-79.4% | $185,823-75.8% | $167,490-73.2% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 17.69% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,637 | $5,873-72.1% | $5,167-68.3% | $4,837-66.2% |
| Participant deferral / active EE | $2,811 | $6,356-55.8% | $5,568-49.5% | $6,341-55.7% |
| Admin fee / account holder | $1,123 | $19,811-94.3% | $16,237-93.1% | $12,309-90.9% |