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 6-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 | $44,531 | $100,773-55.8% | $88,946-49.9% | $142,382-68.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.43% | 70.18%-47.7pp | 57.82%-35.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,770 | $2,918-5.1% | $2,555+8.4% | $4,299-35.6% |
| Participant deferral / active EE | $5,011 | $5,230-4.2% | $4,581+9.4% | $6,507-23.0% |
| Admin fee / account holder | $3,521 | $9,693-63.7% | $8,261-57.4% | $12,624-72.1% |