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 | $56,937 | $214,378-73.4% | $200,582-71.6% | $142,382-60.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.01% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,681 | $6,841-46.2% | $6,419-42.7% | $4,299-14.4% |
| Participant deferral / active EE | $4,891 | $9,865-50.4% | $9,331-47.6% | $6,507-24.8% |
| Admin fee / account holder | $3,394 | $17,692-80.8% | $16,305-79.2% | $12,624-73.1% |