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 | $80,400 | $154,228-47.9% | $145,433-44.7% | $137,256-41.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.33% | 74.59%-55.3pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,407 | $4,804-8.3% | $4,554-3.2% | $4,156+6.0% |
| Participant deferral / active EE | $15,010 | $8,216+82.7% | $7,897+90.1% | $6,407+134.3% |
| Admin fee / account holder | $14,511 | $14,344+1.2% | $13,129+10.5% | $12,270+18.3% |