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 | $19,002 | $183,592-89.6% | $155,567-87.8% | $145,959-87.0% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 16.34% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,732 | $5,315-48.6% | $4,674-41.5% | $4,661-41.4% |
| Participant deferral / active EE | $5,942 | $6,464-8.1% | $5,628+5.6% | $6,689-11.2% |
| Admin fee / account holder | $2,208 | $19,318-88.6% | $15,916-86.1% | $13,398-83.5% |