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 | $32,842 | $159,602-79.4% | $150,045-78.1% | $142,382-76.9% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 21.35% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,731 | $4,961-24.8% | $4,693-20.5% | $4,299-13.2% |
| Participant deferral / active EE | $10,173 | $8,310+22.4% | $7,997+27.2% | $6,507+56.3% |
| Admin fee / account holder | $4,296 | $14,846-71.1% | $13,435-68.0% | $12,624-66.0% |