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 | $83,462 | $159,602-47.7% | $150,045-44.4% | $142,382-41.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.49% | 70.24%-50.7pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,914 | $4,961-0.9% | $4,693+4.7% | $4,299+14.3% |
| Participant deferral / active EE | $5,714 | $8,310-31.2% | $7,997-28.6% | $6,507-12.2% |
| Admin fee / account holder | $336 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |