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 | $61,766 | $69,207-10.8% | $64,056-3.6% | $139,434-55.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 14.95% | 45.88%-30.9pp | 33.69%-18.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,427 | $3,182+39.1% | $2,747+61.2% | $4,751-6.8% |
| Participant deferral / active EE | $4,640 | $4,682-0.9% | $3,880+19.6% | $6,710-30.9% |
| Admin fee / account holder | $689 | $4,244-83.8% | $3,068-77.6% | $11,403-94.0% |