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 | $24,464 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 26.12% | 242.71%-216.6pp | 181.32%-155.2pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,099 | $4,015-47.7% | $3,754-44.1% | $4,299-51.2% |
| Participant deferral / active EE | $4,593 | $5,564-17.5% | $5,116-10.2% | $6,507-29.4% |
| Admin fee / account holder | $366 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |