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 | $63,738 | $214,378-70.3% | $200,582-68.2% | $142,382-55.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.19% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,990 | $6,841-70.9% | $6,419-69.0% | $4,299-53.7% |
| Participant deferral / active EE | $16,341 | $9,865+65.7% | $9,331+75.1% | $6,507+151.1% |
| Admin fee / account holder | $2,018 | $17,692-88.6% | $16,305-87.6% | $12,624-84.0% |