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 3-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 | $63,791 | $209,336-69.5% | $197,124-67.6% | $137,256-53.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.76% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,672 | $6,591-29.1% | $6,227-25.0% | $4,156+12.4% |
| Participant deferral / active EE | $10,033 | $9,614+4.4% | $9,135+9.8% | $6,407+56.6% |
| Admin fee / account holder | $2,107 | $17,308-87.8% | $16,298-87.1% | $12,270-82.8% |