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 6-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 | $67,317 | $148,534-54.7% | $135,903-50.5% | $139,434-51.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.33% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $5,841 | $5,243+11.4% | $4,856+20.3% | $4,751+22.9% |
| Participant deferral / active EE | $10,629 | $8,100+31.2% | $7,758+37.0% | $6,710+58.4% |
| Admin fee / account holder | $5,258 | $12,400-57.6% | $10,762-51.1% | $11,403-53.9% |