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 | $67,813 | $214,378-68.4% | $200,582-66.2% | $142,382-52.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.70% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,547 | $6,841-77.4% | $6,419-75.9% | $4,299-64.0% |
| Participant deferral / active EE | $10,537 | $9,865+6.8% | $9,331+12.9% | $6,507+61.9% |
| Admin fee / account holder | $30,811 | $17,692+74.2% | $16,305+89.0% | $12,624+144.1% |