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 | $45,792 | $74,888-38.9% | $71,209-35.7% | $142,382-67.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.94% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,118 | $2,854-25.8% | $2,721-22.2% | $4,299-50.7% |
| Participant deferral / active EE | $3,571 | $4,454-19.8% | $4,175-14.5% | $6,507-45.1% |
| Admin fee / account holder | $471 | $5,568-91.6% | $5,349-91.2% | $12,624-96.3% |