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 | $214,378-60.7% | $200,582-58.0% | $142,382-40.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 21.48% | 46.41%-24.9pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,409 | $6,841+22.9% | $6,419+31.0% | $4,299+95.6% |
| Participant deferral / active EE | $21,733 | $9,865+120.3% | $9,331+132.9% | $6,507+234.0% |
| Admin fee / account holder | $28,133 | $17,692+59.0% | $16,305+72.5% | $12,624+122.9% |