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 | $42,677 | $159,602-73.3% | $150,045-71.6% | $142,382-70.0% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 23.62% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,631 | $4,961-47.0% | $4,693-43.9% | $4,299-38.8% |
| Participant deferral / active EE | $5,914 | $8,310-28.8% | $7,997-26.1% | $6,507-9.1% |
| Admin fee / account holder | $344 | $14,846-97.7% | $13,435-97.4% | $12,624-97.3% |