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 | $20,572 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 25.02% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,553 | $4,636-66.5% | $4,154-62.6% | $4,156-62.6% |
| Participant deferral / active EE | $2,583 | $6,166-58.1% | $5,453-52.6% | $6,407-59.7% |
| Admin fee / account holder | $483 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |