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 | $40,340 | $148,534-72.8% | $135,903-70.3% | $139,434-71.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 23.97% | 79.19%-55.2pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $4,756 | $5,243-9.3% | $4,856-2.1% | $4,751+0.1% |
| Participant deferral / active EE | $11,480 | $8,100+41.7% | $7,758+48.0% | $6,710+71.1% |
| Admin fee / account holder | $3,365 | $12,400-72.9% | $10,762-68.7% | $11,403-70.5% |