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 | $74,178 | $185,822-60.1% | $169,993-56.4% | $139,434-46.8% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 33.50% | 60.50%-27.0pp | 53.37%-19.9pp | 372.94%-339.4pp |
| Employer contribution / active EE | $4,458 | $7,590-41.3% | $6,785-34.3% | $4,751-6.2% |
| Participant deferral / active EE | $11,549 | $11,622-0.6% | $10,408+11.0% | $6,710+72.1% |
| Admin fee / account holder | $630 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |