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 | $22,273 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 22.25% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,360 | $4,804-50.9% | $4,554-48.2% | $4,156-43.2% |
| Participant deferral / active EE | $2,531 | $8,216-69.2% | $7,897-68.0% | $6,407-60.5% |
| Admin fee / account holder | $453 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |