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 | $57,079 | $159,602-64.2% | $150,045-62.0% | $142,382-59.9% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 42.19% | 70.24%-28.0pp | 62.55%-20.4pp | 217.08%-174.9pp |
| Employer contribution / active EE | $2,634 | $4,961-46.9% | $4,693-43.9% | $4,299-38.7% |
| Participant deferral / active EE | $5,149 | $8,310-38.0% | $7,997-35.6% | $6,507-20.9% |
| Admin fee / account holder | $1,508 | $14,846-89.8% | $13,435-88.8% | $12,624-88.1% |