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 8-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 | $56,466 | $214,378-73.7% | $200,582-71.8% | $142,382-60.3% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 23.14% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,237 | $6,841-67.3% | $6,419-65.1% | $4,299-48.0% |
| Participant deferral / active EE | $3,422 | $9,865-65.3% | $9,331-63.3% | $6,507-47.4% |
| Admin fee / account holder | $3,348 | $17,692-81.1% | $16,305-79.5% | $12,624-73.5% |