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 | $35,577 | $177,572-80.0% | $154,803-77.0% | $142,382-75.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 37.22% | 65.07%-27.9pp | 58.88%-21.7pp | 217.08%-179.9pp |
| Employer contribution / active EE | $2,086 | $4,810-56.6% | $4,305-51.5% | $4,299-51.5% |
| Participant deferral / active EE | $5,362 | $6,272-14.5% | $5,540-3.2% | $6,507-17.6% |
| Admin fee / account holder | $2,541 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |