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 | $38,498 | $177,572-78.3% | $154,803-75.1% | $142,382-73.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 166.00% | 65.07%+100.9pp | 58.88%+107.1pp | 217.08%-51.1pp |
| Employer contribution / active EE | $1,706 | $4,810-64.5% | $4,305-60.4% | $4,299-60.3% |
| Participant deferral / active EE | $3,660 | $6,272-41.6% | $5,540-33.9% | $6,507-43.8% |
| Admin fee / account holder | $2,091 | $16,786-87.5% | $14,329-85.4% | $12,624-83.4% |