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 4-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 | $46,124 | $148,534-68.9% | $135,903-66.1% | $139,434-66.9% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 28.00% | 79.19%-51.2pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $4,548 | $5,243-13.3% | $4,856-6.4% | $4,751-4.3% |
| Participant deferral / active EE | $10,218 | $8,100+26.2% | $7,758+31.7% | $6,710+52.3% |
| Admin fee / account holder | $9,611 | $12,400-22.5% | $10,762-10.7% | $11,403-15.7% |