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 | $30,415 | $148,534-79.5% | $135,903-77.6% | $139,434-78.2% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 32.88% | 79.19%-46.3pp | 68.23%-35.3pp | 372.94%-340.1pp |
| Employer contribution / active EE | $4,756 | $5,243-9.3% | $4,856-2.1% | $4,751+0.1% |
| Participant deferral / active EE | $8,080 | $8,100-0.2% | $7,758+4.2% | $6,710+20.4% |
| Admin fee / account holder | $4,709 | $12,400-62.0% | $10,762-56.2% | $11,403-58.7% |