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 | $69,470 | $178,174-61.0% | $156,181-55.5% | $137,256-49.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 15.51% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,611 | $4,972-27.4% | $4,294-15.9% | $4,156-13.1% |
| Participant deferral / active EE | $9,996 | $6,888+45.1% | $6,132+63.0% | $6,407+56.0% |
| Admin fee / account holder | $2,803 | $17,404-83.9% | $14,586-80.8% | $12,270-77.2% |