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 | $47,386 | $172,111-72.5% | $150,298-68.5% | $137,256-65.5% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 14.69% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,900 | $4,636-37.4% | $4,154-30.2% | $4,156-30.2% |
| Participant deferral / active EE | $3,008 | $6,166-51.2% | $5,453-44.8% | $6,407-53.1% |
| Admin fee / account holder | $6,923 | $16,471-58.0% | $14,116-51.0% | $12,270-43.6% |