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 | $44,987 | $159,602-71.8% | $150,045-70.0% | $142,382-68.4% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 18.59% | 70.24%-51.6pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,387 | $4,961-31.7% | $4,693-27.8% | $4,299-21.2% |
| Participant deferral / active EE | $5,444 | $8,310-34.5% | $7,997-31.9% | $6,507-16.3% |
| Admin fee / account holder | $3,130 | $14,846-78.9% | $13,435-76.7% | $12,624-75.2% |