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 | $37,728 | $159,602-76.4% | $150,045-74.9% | $142,382-73.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 30.75% | 70.24%-39.5pp | 62.55%-31.8pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,751 | $4,961-64.7% | $4,693-62.7% | $4,299-59.3% |
| Participant deferral / active EE | $5,035 | $8,310-39.4% | $7,997-37.0% | $6,507-22.6% |
| Admin fee / account holder | $1,252 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |