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 | $17,525 | $172,111-89.8% | $150,298-88.3% | $137,256-87.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.86% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,745 | $4,636-40.8% | $4,154-33.9% | $4,156-33.9% |
| Participant deferral / active EE | $2,212 | $6,166-64.1% | $5,453-59.4% | $6,407-65.5% |
| Admin fee / account holder | $5,214 | $16,471-68.3% | $14,116-63.1% | $12,270-57.5% |