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 3-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 | $63,791 | $214,378-70.2% | $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 | 19.76% | 46.41%-26.6pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,672 | $6,841-31.7% | $6,419-27.2% | $4,299+8.7% |
| Participant deferral / active EE | $10,033 | $9,865+1.7% | $9,331+7.5% | $6,507+54.2% |
| Admin fee / account holder | $2,107 | $17,692-88.1% | $16,305-87.1% | $12,624-83.3% |