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 | $43,264 | $172,111-74.9% | $150,298-71.2% | $137,256-68.5% |
| Participation rate | 82.6% | 81.7%+0.9pp | 77.8%+4.8pp | 80.0%+2.6pp |
| Annual return | 18.38% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,526 | $4,636-45.5% | $4,154-39.2% | $4,156-39.2% |
| Participant deferral / active EE | $5,249 | $6,166-14.9% | $5,453-3.7% | $6,407-18.1% |
| Admin fee / account holder | $1,258 | $16,471-92.4% | $14,116-91.1% | $12,270-89.7% |