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 | $31,317 | $108,912-71.2% | $100,383-68.8% | $145,959-78.5% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 15.65% | 57.96%-42.3pp | 49.26%-33.6pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,053 | $4,423-76.2% | $3,944-73.3% | $4,661-77.4% |
| Participant deferral / active EE | $5,805 | $8,451-31.3% | $8,086-28.2% | $6,689-13.2% |
| Admin fee / account holder | $1,451 | $9,690-85.0% | $7,900-81.6% | $13,398-89.2% |