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 | $35,309 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 23.60% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,280 | $4,810-31.8% | $4,305-23.8% | $4,299-23.7% |
| Participant deferral / active EE | $5,213 | $6,272-16.9% | $5,540-5.9% | $6,507-19.9% |
| Admin fee / account holder | $735 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |