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 | $117,291 | $175,202-33.1% | $149,673-21.6% | $139,434-15.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.36% | 166.71%-153.3pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,725 | $5,474-68.5% | $4,818-64.2% | $4,751-63.7% |
| Participant deferral / active EE | $2,468 | $6,519-62.1% | $5,680-56.5% | $6,710-63.2% |
| Admin fee / account holder | $2,204 | $16,150-86.4% | $13,210-83.3% | $11,403-80.7% |