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 | $38,278 | $172,111-77.8% | $150,298-74.5% | $137,256-72.1% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 19.87% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,435 | $4,636-25.9% | $4,154-17.3% | $4,156-17.4% |
| Participant deferral / active EE | $4,114 | $6,166-33.3% | $5,453-24.6% | $6,407-35.8% |
| Admin fee / account holder | $392 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |