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 | $29,367 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.86% | 242.71%-226.8pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,507 | $4,015-62.5% | $3,754-59.9% | $4,299-64.9% |
| Participant deferral / active EE | $3,653 | $5,564-34.3% | $5,116-28.6% | $6,507-43.9% |
| Admin fee / account holder | $1,763 | $9,860-82.1% | $8,919-80.2% | $12,624-86.0% |