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 3-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 | $36,791 | $183,519-80.0% | $155,509-76.3% | $145,922-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 25.37% | 61.17%-35.8pp | 64.67%-39.3pp | 561.29%-535.9pp |
| Employer contribution / active EE | $13,082 | $5,313+146.2% | $4,672+180.0% | $4,660+180.7% |
| Participant deferral / active EE | $7,202 | $6,462+11.4% | $5,626+28.0% | $6,688+7.7% |
| Admin fee / account holder | $1,425 | $19,313-92.6% | $15,912-91.0% | $13,397-89.4% |