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 | $23,683 | $114,381-79.3% | $107,525-78.0% | $142,382-83.4% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,490 | $4,015-38.0% | $3,754-33.7% | $4,299-42.1% |
| Participant deferral / active EE | $3,533 | $5,564-36.5% | $5,116-30.9% | $6,507-45.7% |
| Admin fee / account holder | $5,813 | $9,860-41.0% | $8,919-34.8% | $12,624-53.9% |