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 | $36,870 | $154,228-76.1% | $145,433-74.6% | $137,256-73.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 35.53% | 74.59%-39.1pp | 66.58%-31.0pp | 220.34%-184.8pp |
| Employer contribution / active EE | $2,569 | $4,804-46.5% | $4,554-43.6% | $4,156-38.2% |
| Participant deferral / active EE | $5,804 | $8,216-29.4% | $7,897-26.5% | $6,407-9.4% |
| Admin fee / account holder | $1,226 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |