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 | $27,614 | $179,726-84.6% | $156,263-82.3% | $142,382-80.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 18.42% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,537 | $5,069-50.0% | $4,333-41.5% | $4,299-41.0% |
| Participant deferral / active EE | $5,034 | $6,956-27.6% | $6,158-18.3% | $6,507-22.6% |
| Admin fee / account holder | $469 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |