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 | $17,720 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 134.53% | 74.59%+59.9pp | 66.58%+68.0pp | 220.34%-85.8pp |
| Employer contribution / active EE | $1,297 | $4,804-73.0% | $4,554-71.5% | $4,156-68.8% |
| Participant deferral / active EE | $4,307 | $8,216-47.6% | $7,897-45.5% | $6,407-32.8% |
| Admin fee / account holder | $850 | $14,344-94.1% | $13,129-93.5% | $12,270-93.1% |