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 10-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 | $37,020 | $214,378-82.7% | $200,582-81.5% | $142,382-74.0% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 18.74% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,087 | $6,841-69.5% | $6,419-67.5% | $4,299-51.5% |
| Participant deferral / active EE | $3,001 | $9,865-69.6% | $9,331-67.8% | $6,507-53.9% |
| Admin fee / account holder | $3,863 | $17,692-78.2% | $16,305-76.3% | $12,624-69.4% |