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 | $32,113 | $183,519-82.5% | $155,509-79.3% | $145,922-78.0% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 11.91% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,184 | $5,313-77.7% | $4,672-74.7% | $4,660-74.6% |
| Participant deferral / active EE | $3,857 | $6,462-40.3% | $5,626-31.4% | $6,688-42.3% |
| Admin fee / account holder | $613 | $19,313-96.8% | $15,912-96.2% | $13,397-95.4% |