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 | $30,813 | $109,904-72.0% | $97,167-68.3% | $145,959-78.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 20.55% | 243.43%-222.9pp | 75.27%-54.7pp | 561.95%-541.4pp |
| Employer contribution / active EE | $1,225 | $3,084-60.3% | $2,729-55.1% | $4,661-73.7% |
| Participant deferral / active EE | $5,767 | $4,676+23.3% | $4,264+35.3% | $6,689-13.8% |
| Admin fee / account holder | $491 | $6,216-92.1% | $5,650-91.3% | $13,398-96.3% |