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 | $37,449 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,207 | $4,961-35.3% | $4,693-31.7% | $4,299-25.4% |
| Participant deferral / active EE | $4,374 | $8,310-47.4% | $7,997-45.3% | $6,507-32.8% |
| Admin fee / account holder | $1,224 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |