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 | $41,826 | $183,519-77.2% | $155,509-73.1% | $145,922-71.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 20.89% | 61.17%-40.3pp | 64.67%-43.8pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,667 | $5,313-49.8% | $4,672-42.9% | $4,660-42.8% |
| Participant deferral / active EE | $5,677 | $6,462-12.2% | $5,626+0.9% | $6,688-15.1% |
| Admin fee / account holder | $700 | $19,313-96.4% | $15,912-95.6% | $13,397-94.8% |