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 | $87,090 | $185,822-53.1% | $169,993-48.8% | $139,434-37.5% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 23.03% | 60.50%-37.5pp | 53.37%-30.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,253 | $7,590-57.1% | $6,785-52.1% | $4,751-31.5% |
| Participant deferral / active EE | $6,445 | $11,622-44.5% | $10,408-38.1% | $6,710-4.0% |
| Admin fee / account holder | $330 | $15,381-97.9% | $12,815-97.4% | $11,403-97.1% |