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 3-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 | $35,002 | $74,888-53.3% | $71,209-50.8% | $142,382-75.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.68% | 345.14%-322.5pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,405 | $2,854-50.8% | $2,721-48.4% | $4,299-67.3% |
| Participant deferral / active EE | $6,324 | $4,454+42.0% | $4,175+51.5% | $6,507-2.8% |
| Admin fee / account holder | $1,942 | $5,568-65.1% | $5,349-63.7% | $12,624-84.6% |