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 | $84,169 | $209,336-59.8% | $197,124-57.3% | $137,256-38.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 21.48% | 48.09%-26.6pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $8,409 | $6,591+27.6% | $6,227+35.0% | $4,156+102.3% |
| Participant deferral / active EE | $21,733 | $9,614+126.1% | $9,135+137.9% | $6,407+239.2% |
| Admin fee / account holder | $28,133 | $17,308+62.5% | $16,298+72.6% | $12,270+129.3% |