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 6-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 | $37,039 | $183,592-79.8% | $155,567-76.2% | $145,959-74.6% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 15.30% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,422 | $5,315-73.3% | $4,674-69.6% | $4,661-69.5% |
| Participant deferral / active EE | $2,690 | $6,464-58.4% | $5,628-52.2% | $6,689-59.8% |
| Admin fee / account holder | $6,733 | $19,318-65.1% | $15,916-57.7% | $13,398-49.7% |