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 | $48,227 | $177,572-72.8% | $154,803-68.8% | $142,382-66.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.47% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,295 | $4,810-52.3% | $4,305-46.7% | $4,299-46.6% |
| Participant deferral / active EE | $6,774 | $6,272+8.0% | $5,540+22.3% | $6,507+4.1% |
| Admin fee / account holder | $665 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |