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 | $56,710 | $185,822-69.5% | $169,993-66.6% | $139,434-59.3% |
| Participation rate | 73.7% | 87.8%-14.1pp | 87.0%-13.3pp | 80.3%-6.6pp |
| Annual return | 16.24% | 60.50%-44.3pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,477 | $7,590-80.5% | $6,785-78.2% | $4,751-68.9% |
| Participant deferral / active EE | $8,451 | $11,622-27.3% | $10,408-18.8% | $6,710+25.9% |
| Admin fee / account holder | $3,693 | $15,381-76.0% | $12,815-71.2% | $11,403-67.6% |