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 10-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 | $42,669 | $177,572-76.0% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 13.00% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,224 | $4,810-33.0% | $4,305-25.1% | $4,299-25.0% |
| Participant deferral / active EE | $1,819 | $6,272-71.0% | $5,540-67.2% | $6,507-72.0% |
| Admin fee / account holder | $3,929 | $16,786-76.6% | $14,329-72.6% | $12,624-68.9% |