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 | $28,857 | $114,381-74.8% | $107,525-73.2% | $142,382-79.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 22.11% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,501 | $4,015-37.7% | $3,754-33.4% | $4,299-41.8% |
| Participant deferral / active EE | $6,263 | $5,564+12.6% | $5,116+22.4% | $6,507-3.8% |
| Admin fee / account holder | $8,007 | $9,860-18.8% | $8,919-10.2% | $12,624-36.6% |