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 6-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 | $37,140 | $214,378-82.7% | $200,582-81.5% | $142,382-73.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 24.19% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,887 | $6,841-72.4% | $6,419-70.6% | $4,299-56.1% |
| Participant deferral / active EE | $3,764 | $9,865-61.8% | $9,331-59.7% | $6,507-42.2% |
| Admin fee / account holder | $777 | $17,692-95.6% | $16,305-95.2% | $12,624-93.8% |