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 | $33,857 | $104,974-67.7% | $95,585-64.6% | $142,382-76.2% |
| Participation rate | 95.2% | 75.0%+20.3pp | 72.1%+23.2pp | 80.1%+15.1pp |
| Annual return | 19.24% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,572 | $2,779+64.6% | $2,527+81.0% | $4,299+6.4% |
| Participant deferral / active EE | $5,530 | $4,352+27.1% | $4,023+37.5% | $6,507-15.0% |
| Admin fee / account holder | $8,332 | $6,386+30.5% | $6,127+36.0% | $12,624-34.0% |