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 | $45,837 | $154,228-70.3% | $145,433-68.5% | $137,256-66.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 40.56% | 74.59%-34.0pp | 66.58%-26.0pp | 220.34%-179.8pp |
| Employer contribution / active EE | $6,103 | $4,804+27.0% | $4,554+34.0% | $4,156+46.8% |
| Participant deferral / active EE | $8,188 | $8,216-0.3% | $7,897+3.7% | $6,407+27.8% |
| Admin fee / account holder | $7,061 | $14,344-50.8% | $13,129-46.2% | $12,270-42.5% |