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 6-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 | $57,753 | $214,378-73.1% | $200,582-71.2% | $142,382-59.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.26% | 46.41%-27.1pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,349 | $6,841-51.0% | $6,419-47.8% | $4,299-22.1% |
| Participant deferral / active EE | $12,908 | $9,865+30.9% | $9,331+38.3% | $6,507+98.4% |
| Admin fee / account holder | $4,253 | $17,692-76.0% | $16,305-73.9% | $12,624-66.3% |