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 | $65,515 | $172,111-61.9% | $150,298-56.4% | $137,256-52.3% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 26.02% | 69.37%-43.3pp | 62.79%-36.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3,261 | $4,636-29.7% | $4,154-21.5% | $4,156-21.5% |
| Participant deferral / active EE | $11,991 | $6,166+94.5% | $5,453+119.9% | $6,407+87.2% |
| Admin fee / account holder | $1,915 | $16,471-88.4% | $14,116-86.4% | $12,270-84.4% |