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 | $43,196 | $183,592-76.5% | $155,567-72.2% | $145,959-70.4% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 13.69% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,367 | $5,315-55.5% | $4,674-49.4% | $4,661-49.2% |
| Participant deferral / active EE | $6,226 | $6,464-3.7% | $5,628+10.6% | $6,689-6.9% |
| Admin fee / account holder | $3,539 | $19,318-81.7% | $15,916-77.8% | $13,398-73.6% |