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 | $55,496 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 31.05% | 69.37%-38.3pp | 62.79%-31.7pp | 220.34%-189.3pp |
| Employer contribution / active EE | $4,001 | $4,636-13.7% | $4,154-3.7% | $4,156-3.7% |
| Participant deferral / active EE | $7,605 | $6,166+23.3% | $5,453+39.5% | $6,407+18.7% |
| Admin fee / account holder | $1,724 | $16,471-89.5% | $14,116-87.8% | $12,270-85.9% |