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 | $36,970 | $148,534-75.1% | $135,903-72.8% | $139,434-73.5% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 17.40% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,474 | $5,243-52.8% | $4,856-49.1% | $4,751-47.9% |
| Participant deferral / active EE | $3,966 | $8,100-51.0% | $7,758-48.9% | $6,710-40.9% |
| Admin fee / account holder | $5,192 | $12,400-58.1% | $10,762-51.8% | $11,403-54.5% |