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 | $53,029 | $172,478-69.3% | $145,661-63.6% | $142,382-62.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 16.39% | 151.09%-134.7pp | 101.46%-85.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,904 | $4,899-40.7% | $4,238-31.5% | $4,299-32.4% |
| Participant deferral / active EE | $5,585 | $8,348-33.1% | $7,198-22.4% | $6,507-14.2% |
| Admin fee / account holder | $14,093 | $16,864-16.4% | $12,466+13.1% | $12,624+11.6% |