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 | $46,285 | $114,381-59.5% | $107,525-57.0% | $142,382-67.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.44% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,376 | $4,015-65.7% | $3,754-63.4% | $4,299-68.0% |
| Participant deferral / active EE | $2,054 | $5,564-63.1% | $5,116-59.8% | $6,507-68.4% |
| Admin fee / account holder | $1,363 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |