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 | $114,381-26.0% | $107,525-21.3% | $142,382-40.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 19.40% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,736 | $4,015-31.8% | $3,754-27.1% | $4,299-36.4% |
| Participant deferral / active EE | $5,919 | $5,564+6.4% | $5,116+15.7% | $6,507-9.0% |
| Admin fee / account holder | $5,035 | $9,860-48.9% | $8,919-43.5% | $12,624-60.1% |