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 | $95,775 | $159,602-40.0% | $150,045-36.2% | $142,382-32.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 20.05% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,371 | $4,961-11.9% | $4,693-6.9% | $4,299+1.7% |
| Participant deferral / active EE | $8,939 | $8,310+7.6% | $7,997+11.8% | $6,507+37.4% |
| Admin fee / account holder | $2,074 | $14,846-86.0% | $13,435-84.6% | $12,624-83.6% |