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 7-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 | $52,246 | $159,602-67.3% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.16% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,905 | $4,961+19.0% | $4,693+25.8% | $4,299+37.4% |
| Participant deferral / active EE | $13,583 | $8,310+63.4% | $7,997+69.8% | $6,507+108.7% |
| Admin fee / account holder | $5,288 | $14,846-64.4% | $13,435-60.6% | $12,624-58.1% |