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 3-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 | $25,441 | $159,602-84.1% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.04% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,264 | $4,961-54.4% | $4,693-51.8% | $4,299-47.3% |
| Participant deferral / active EE | $3,397 | $8,310-59.1% | $7,997-57.5% | $6,507-47.8% |
| Admin fee / account holder | $1,254 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |