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 | $59,251 | $159,602-62.9% | $150,045-60.5% | $142,382-58.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.32% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,252 | $4,961-54.6% | $4,693-52.0% | $4,299-47.6% |
| Participant deferral / active EE | $9,586 | $8,310+15.3% | $7,997+19.9% | $6,507+47.3% |
| Admin fee / account holder | $3,192 | $14,846-78.5% | $13,435-76.2% | $12,624-74.7% |