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 | $26,199 | $209,336-87.5% | $197,124-86.7% | $137,256-80.9% |
| Participation rate | 72.2% | 87.3%-15.1pp | 86.7%-14.5pp | 80.0%-7.7pp |
| Annual return | 32.21% | 48.09%-15.9pp | 44.34%-12.1pp | 220.34%-188.1pp |
| Employer contribution / active EE | $2,227 | $6,591-66.2% | $6,227-64.2% | $4,156-46.4% |
| Participant deferral / active EE | $3,046 | $9,614-68.3% | $9,135-66.7% | $6,407-52.5% |
| Admin fee / account holder | $1,176 | $17,308-93.2% | $16,298-92.8% | $12,270-90.4% |