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 | $41,387 | $209,336-80.2% | $197,124-79.0% | $137,256-69.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 28.34% | 48.09%-19.8pp | 44.34%-16.0pp | 220.34%-192.0pp |
| Employer contribution / active EE | $6,536 | $6,591-0.8% | $6,227+5.0% | $4,156+57.3% |
| Participant deferral / active EE | $16,253 | $9,614+69.1% | $9,135+77.9% | $6,407+153.7% |
| Admin fee / account holder | $4,005 | $17,308-76.9% | $16,298-75.4% | $12,270-67.4% |