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 | $84,599 | $111,535-24.1% | $105,223-19.6% | $137,256-38.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.40% | 237.85%-218.5pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,736 | $3,939-30.5% | $3,689-25.8% | $4,156-34.2% |
| Participant deferral / active EE | $5,919 | $5,500+7.6% | $5,072+16.7% | $6,407-7.6% |
| Admin fee / account holder | $5,035 | $9,721-48.2% | $8,859-43.2% | $12,270-59.0% |