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 | $41,434 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 40.60% | 74.59%-34.0pp | 66.58%-26.0pp | 220.34%-179.7pp |
| Employer contribution / active EE | $1,581 | $4,804-67.1% | $4,554-65.3% | $4,156-62.0% |
| Participant deferral / active EE | $7,442 | $8,216-9.4% | $7,897-5.8% | $6,407+16.2% |
| Admin fee / account holder | $1,597 | $14,344-88.9% | $13,129-87.8% | $12,270-87.0% |