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 | $25,376 | $105,126-75.9% | $94,646-73.2% | $139,434-81.8% |
| Participation rate | 85.0% | 82.4%+2.6pp | 80.8%+4.2pp | 80.3%+4.7pp |
| Annual return | 20.94% | 38.03%-17.1pp | 156.71%-135.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $5,413 | $4,106+31.9% | $3,672+47.4% | $4,751+13.9% |
| Participant deferral / active EE | $10,041 | $7,599+32.1% | $7,418+35.4% | $6,710+49.6% |
| Admin fee / account holder | $3,061 | $8,984-65.9% | $7,231-57.7% | $11,403-73.2% |