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 | $101,105 | $172,111-41.3% | $150,298-32.7% | $137,256-26.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 101.50% | 69.37%+32.1pp | 62.79%+38.7pp | 220.34%-118.8pp |
| Employer contribution / active EE | $1,457 | $4,636-68.6% | $4,154-64.9% | $4,156-64.9% |
| Participant deferral / active EE | $8,756 | $6,166+42.0% | $5,453+60.6% | $6,407+36.7% |
| Admin fee / account holder | $4,979 | $16,471-69.8% | $14,116-64.7% | $12,270-59.4% |