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 | $39,640 | $114,381-65.3% | $107,525-63.1% | $142,382-72.2% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 15.55% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,912 | $4,015-27.5% | $3,754-22.4% | $4,299-32.3% |
| Participant deferral / active EE | $8,395 | $5,564+50.9% | $5,116+64.1% | $6,507+29.0% |
| Admin fee / account holder | $2,251 | $9,860-77.2% | $8,919-74.8% | $12,624-82.2% |