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 | $24,178 | $74,888-67.7% | $71,209-66.0% | $142,382-83.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 19.17% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,112 | $2,854-26.0% | $2,721-22.4% | $4,299-50.9% |
| Participant deferral / active EE | $2,640 | $4,454-40.7% | $4,175-36.8% | $6,507-59.4% |
| Admin fee / account holder | $887 | $5,568-84.1% | $5,349-83.4% | $12,624-93.0% |