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 | $61,751 | $214,378-71.2% | $200,582-69.2% | $142,382-56.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 27.37% | 46.41%-19.0pp | 42.33%-15.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,998 | $6,841-56.2% | $6,419-53.3% | $4,299-30.3% |
| Participant deferral / active EE | $8,856 | $9,865-10.2% | $9,331-5.1% | $6,507+36.1% |
| Admin fee / account holder | $329 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |