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 | $67,848 | $159,602-57.5% | $150,045-54.8% | $142,382-52.3% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | 20.89% | 70.24%-49.3pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,240 | $4,961-14.5% | $4,693-9.7% | $4,299-1.4% |
| Participant deferral / active EE | $7,861 | $8,310-5.4% | $7,997-1.7% | $6,507+20.8% |
| Admin fee / account holder | $1,019 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |