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 3-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 | $16,893 | $159,602-89.4% | $150,045-88.7% | $142,382-88.1% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 30.34% | 70.24%-39.9pp | 62.55%-32.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $2,354 | $4,961-52.5% | $4,693-49.8% | $4,299-45.2% |
| Participant deferral / active EE | $2,826 | $8,310-66.0% | $7,997-64.7% | $6,507-56.6% |
| Admin fee / account holder | $1,614 | $14,846-89.1% | $13,435-88.0% | $12,624-87.2% |