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 | $25,557 | $74,888-65.9% | $71,209-64.1% | $142,382-82.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.94% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,391 | $2,854-51.3% | $2,721-48.9% | $4,299-67.7% |
| Participant deferral / active EE | $4,093 | $4,454-8.1% | $4,175-2.0% | $6,507-37.1% |
| Admin fee / account holder | $1,119 | $5,568-79.9% | $5,349-79.1% | $12,624-91.1% |