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 | $51,473 | $177,572-71.0% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 29.38% | 65.07%-35.7pp | 58.88%-29.5pp | 217.08%-187.7pp |
| Employer contribution / active EE | $2,252 | $4,810-53.2% | $4,305-47.7% | $4,299-47.6% |
| Participant deferral / active EE | $6,893 | $6,272+9.9% | $5,540+24.4% | $6,507+5.9% |
| Admin fee / account holder | $1,139 | $16,786-93.2% | $14,329-92.1% | $12,624-91.0% |