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 | $30,642 | $114,381-73.2% | $107,525-71.5% | $142,382-78.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.94% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,129 | $4,015-47.0% | $3,754-43.3% | $4,299-50.5% |
| Participant deferral / active EE | $6,044 | $5,564+8.6% | $5,116+18.1% | $6,507-7.1% |
| Admin fee / account holder | $5,543 | $9,860-43.8% | $8,919-37.8% | $12,624-56.1% |