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 | $39,085 | $209,336-81.3% | $197,124-80.2% | $137,256-71.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.22% | 48.09%-28.9pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,912 | $6,591-40.6% | $6,227-37.2% | $4,156-5.9% |
| Participant deferral / active EE | $4,509 | $9,614-53.1% | $9,135-50.6% | $6,407-29.6% |
| Admin fee / account holder | $3,366 | $17,308-80.6% | $16,298-79.3% | $12,270-72.6% |