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 | $24,254 | $183,519-86.8% | $155,509-84.4% | $145,922-83.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 21.53% | 61.17%-39.6pp | 64.67%-43.1pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,917 | $5,313-63.9% | $4,672-59.0% | $4,660-58.9% |
| Participant deferral / active EE | $5,255 | $6,462-18.7% | $5,626-6.6% | $6,688-21.4% |
| Admin fee / account holder | $869 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |