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 | $36,997 | $109,982-66.4% | $97,226-61.9% | $145,922-74.6% |
| Participation rate | 70.8% | 75.9%-5.1pp | 72.7%-1.9pp | 80.3%-9.4pp |
| Annual return | 16.07% | 242.90%-226.8pp | 75.13%-59.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,124 | $3,084+1.3% | $2,729+14.5% | $4,660-33.0% |
| Participant deferral / active EE | $6,630 | $4,676+41.8% | $4,264+55.5% | $6,688-0.9% |
| Admin fee / account holder | $1,418 | $6,221-77.2% | $5,654-74.9% | $13,397-89.4% |