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 | $23,241 | $172,111-86.5% | $150,298-84.5% | $137,256-83.1% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 69.52% | 69.37%+0.1pp | 62.79%+6.7pp | 220.34%-150.8pp |
| Employer contribution / active EE | $1,718 | $4,636-62.9% | $4,154-58.6% | $4,156-58.7% |
| Participant deferral / active EE | $2,428 | $6,166-60.6% | $5,453-55.5% | $6,407-62.1% |
| Admin fee / account holder | $3,835 | $16,471-76.7% | $14,116-72.8% | $12,270-68.7% |