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 | $37,562 | $104,974-64.2% | $95,585-60.7% | $142,382-73.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 21.05% | 210.33%-189.3pp | 38.56%-17.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,864 | $2,779-32.9% | $2,527-26.2% | $4,299-56.6% |
| Participant deferral / active EE | $5,879 | $4,352+35.1% | $4,023+46.2% | $6,507-9.7% |
| Admin fee / account holder | $1,584 | $6,386-75.2% | $6,127-74.1% | $12,624-87.5% |