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 | $53,163 | $61,774-13.9% | $97,226-45.3% | $80,856-34.3% |
| Participation rate | 78.8% | 63.5%+15.3pp | 72.7%+6.1pp | 67.6%+11.1pp |
| Annual return | 20.61% | -557.90%+578.5pp | 75.13%-54.5pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,148 | $1,837+16.9% | $2,729-21.3% | $2,755-22.0% |
| Participant deferral / active EE | $3,383 | $3,029+11.7% | $4,264-20.7% | $4,296-21.3% |
| Admin fee / account holder | $5,648 | $5,166+9.3% | $5,654-0.1% | $6,918-18.4% |