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 | $35,845 | $172,111-79.2% | $150,298-76.2% | $137,256-73.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.52% | 69.37%-39.8pp | 62.79%-33.3pp | 220.34%-190.8pp |
| Employer contribution / active EE | $2,889 | $4,636-37.7% | $4,154-30.4% | $4,156-30.5% |
| Participant deferral / active EE | $6,055 | $6,166-1.8% | $5,453+11.0% | $6,407-5.5% |
| Admin fee / account holder | $1,159 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |