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 7-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 | $54,139 | $183,519-70.5% | $155,509-65.2% | $145,922-62.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.82% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.5pp |
| Employer contribution / active EE | $11,066 | $5,313+108.3% | $4,672+136.8% | $4,660+137.5% |
| Participant deferral / active EE | $4,183 | $6,462-35.3% | $5,626-25.7% | $6,688-37.5% |
| Admin fee / account holder | $4,343 | $19,313-77.5% | $15,912-72.7% | $13,397-67.6% |