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 | $25,466 | $177,572-85.7% | $154,803-83.5% | $142,382-82.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 26.20% | 65.07%-38.9pp | 58.88%-32.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,185 | $4,810-33.8% | $4,305-26.0% | $4,299-25.9% |
| Participant deferral / active EE | $5,774 | $6,272-7.9% | $5,540+4.2% | $6,507-11.3% |
| Admin fee / account holder | $1,200 | $16,786-92.9% | $14,329-91.6% | $12,624-90.5% |