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 | $36,388 | $159,602-77.2% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 21.46% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,908 | $4,961-61.5% | $4,693-59.3% | $4,299-55.6% |
| Participant deferral / active EE | $5,302 | $8,310-36.2% | $7,997-33.7% | $6,507-18.5% |
| Admin fee / account holder | $1,187 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |