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 | $24,247 | $165,912-85.4% | $122,332-80.2% | $147,584-83.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 19.01% | 34.55%-15.5pp | 30.27%-11.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,289 | $5,754-77.6% | $4,050-68.2% | $4,876-73.6% |
| Participant deferral / active EE | $1,961 | $4,005-51.0% | $3,287-40.3% | $5,439-63.9% |
| Admin fee / account holder | $1,998 | $7,424-73.1% | $5,478-63.5% | $10,885-81.6% |