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 3-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 | $25,467 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 27.70% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $3,136 | $4,961-36.8% | $4,693-33.2% | $4,299-27.1% |
| Participant deferral / active EE | $6,867 | $8,310-17.4% | $7,997-14.1% | $6,507+5.5% |
| Admin fee / account holder | $1,281 | $14,846-91.4% | $13,435-90.5% | $12,624-89.8% |