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 | $22,974 | $148,534-84.5% | $135,903-83.1% | $139,434-83.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.74% | 79.19%-51.4pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,646 | $5,243-68.6% | $4,856-66.1% | $4,751-65.3% |
| Participant deferral / active EE | $9,939 | $8,100+22.7% | $7,758+28.1% | $6,710+48.1% |
| Admin fee / account holder | $1,268 | $12,400-89.8% | $10,762-88.2% | $11,403-88.9% |