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 | $49,616 | $177,572-72.1% | $154,803-67.9% | $142,382-65.2% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 22.83% | 65.07%-42.2pp | 58.88%-36.1pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,583 | $4,810-46.3% | $4,305-40.0% | $4,299-39.9% |
| Participant deferral / active EE | $6,046 | $6,272-3.6% | $5,540+9.1% | $6,507-7.1% |
| Admin fee / account holder | $5,187 | $16,786-69.1% | $14,329-63.8% | $12,624-58.9% |