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 | $29,279 | $159,602-81.7% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 33.24% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,194 | $4,961-75.9% | $4,693-74.6% | $4,299-72.2% |
| Participant deferral / active EE | $3,889 | $8,310-53.2% | $7,997-51.4% | $6,507-40.2% |
| Admin fee / account holder | $4,539 | $14,846-69.4% | $13,435-66.2% | $12,624-64.0% |