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 | $38,268 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 20.11% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,465 | $4,804-69.5% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $4,734 | $8,216-42.4% | $7,897-40.1% | $6,407-26.1% |
| Admin fee / account holder | $910 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |