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 | $25,268 | $101,618-75.1% | $93,063-72.8% | $137,256-81.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 21.27% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,364 | $2,707-49.6% | $2,476-44.9% | $4,156-67.2% |
| Participant deferral / active EE | $2,139 | $4,279-50.0% | $3,958-46.0% | $6,407-66.6% |
| Admin fee / account holder | $388 | $6,198-93.7% | $6,033-93.6% | $12,270-96.8% |