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 | $177,572-88.4% | $154,803-86.7% | $142,382-85.6% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 25.02% | 65.07%-40.0pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,553 | $4,810-67.7% | $4,305-63.9% | $4,299-63.9% |
| Participant deferral / active EE | $2,583 | $6,272-58.8% | $5,540-53.4% | $6,507-60.3% |
| Admin fee / account holder | $483 | $16,786-97.1% | $14,329-96.6% | $12,624-96.2% |