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 | $56,724 | $214,378-73.5% | $200,582-71.7% | $142,382-60.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.78% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,267 | $6,841-23.0% | $6,419-17.9% | $4,299+22.5% |
| Participant deferral / active EE | $10,490 | $9,865+6.3% | $9,331+12.4% | $6,507+61.2% |
| Admin fee / account holder | $363 | $17,692-98.0% | $16,305-97.8% | $12,624-97.1% |