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 | $83,325 | $185,822-55.2% | $169,993-51.0% | $139,434-40.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 24.77% | 60.50%-35.7pp | 53.37%-28.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $24,037 | $7,590+216.7% | $6,785+254.3% | $4,751+406.0% |
| Participant deferral / active EE | $12,683 | $11,622+9.1% | $10,408+21.9% | $6,710+89.0% |
| Admin fee / account holder | $2,932 | $15,381-80.9% | $12,815-77.1% | $11,403-74.3% |