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 3-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 | $80,527 | $214,378-62.4% | $200,582-59.9% | $142,382-43.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 29.88% | 46.41%-16.5pp | 42.33%-12.5pp | 217.08%-187.2pp |
| Employer contribution / active EE | $6,279 | $6,841-8.2% | $6,419-2.2% | $4,299+46.1% |
| Participant deferral / active EE | $9,112 | $9,865-7.6% | $9,331-2.3% | $6,507+40.0% |
| Admin fee / account holder | $18,995 | $17,692+7.4% | $16,305+16.5% | $12,624+50.5% |