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 | $45,765 | $94,338-51.5% | $100,534-54.5% | $142,382-67.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 19.42% | 29.20%-9.8pp | 32.66%-13.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,013 | $4,237-28.9% | $4,346-30.7% | $4,299-29.9% |
| Participant deferral / active EE | $10,605 | $5,934+78.7% | $6,144+72.6% | $6,507+63.0% |
| Admin fee / account holder | $5,897 | $8,421-30.0% | $7,654-23.0% | $12,624-53.3% |