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 6-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 | $28,016 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 13.02% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,718 | $5,313-67.7% | $4,672-63.2% | $4,660-63.1% |
| Participant deferral / active EE | $3,807 | $6,462-41.1% | $5,626-32.3% | $6,688-43.1% |
| Admin fee / account holder | $1,813 | $19,313-90.6% | $15,912-88.6% | $13,397-86.5% |