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 | $209,336-70.5% | $197,124-68.7% | $137,256-55.0% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 27.37% | 48.09%-20.7pp | 44.34%-17.0pp | 220.34%-193.0pp |
| Employer contribution / active EE | $2,998 | $6,591-54.5% | $6,227-51.9% | $4,156-27.9% |
| Participant deferral / active EE | $8,856 | $9,614-7.9% | $9,135-3.1% | $6,407+38.2% |
| Admin fee / account holder | $329 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |