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 | $50,981 | $172,111-70.4% | $150,298-66.1% | $137,256-62.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 17.94% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,673 | $4,636-42.3% | $4,154-35.6% | $4,156-35.7% |
| Participant deferral / active EE | $8,416 | $6,166+36.5% | $5,453+54.3% | $6,407+31.4% |
| Admin fee / account holder | $443 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |