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 | $42,256 | $185,822-77.3% | $169,993-75.1% | $139,434-69.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 16.91% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,041 | $7,590-33.6% | $6,785-25.7% | $4,751+6.1% |
| Participant deferral / active EE | $9,855 | $11,622-15.2% | $10,408-5.3% | $6,710+46.9% |
| Admin fee / account holder | $12,518 | $15,381-18.6% | $12,815-2.3% | $11,403+9.8% |