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 | $120,678 | $172,111-29.9% | $150,298-19.7% | $137,256-12.1% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 29.56% | 69.37%-39.8pp | 62.79%-33.2pp | 220.34%-190.8pp |
| Employer contribution / active EE | $1,990 | $4,636-57.1% | $4,154-52.1% | $4,156-52.1% |
| Participant deferral / active EE | $4,825 | $6,166-21.7% | $5,453-11.5% | $6,407-24.7% |
| Admin fee / account holder | $7,957 | $16,471-51.7% | $14,116-43.6% | $12,270-35.2% |