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 | $24,912 | $94,752-73.7% | $112,887-77.9% | $139,434-82.1% |
| Participation rate | 78.6% | 81.3%-2.7pp | 80.5%-1.9pp | 80.3%-1.7pp |
| Annual return | 24.44% | 40.88%-16.4pp | 34.10%-9.7pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,910 | $4,625-58.7% | $4,563-58.1% | $4,751-59.8% |
| Participant deferral / active EE | $6,084 | $6,512-6.6% | $6,513-6.6% | $6,710-9.3% |
| Admin fee / account holder | $511 | $8,527-94.0% | $7,047-92.7% | $11,403-95.5% |