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 | $81,968 | $175,202-53.2% | $149,673-45.2% | $139,434-41.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.27% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,460 | $5,474-55.1% | $4,818-48.9% | $4,751-48.2% |
| Participant deferral / active EE | $5,908 | $6,519-9.4% | $5,680+4.0% | $6,710-12.0% |
| Admin fee / account holder | $1,748 | $16,150-89.2% | $13,210-86.8% | $11,403-84.7% |