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 | $29,402 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 21.82% | 65.07%-43.2pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,811 | $4,810-41.6% | $4,305-34.7% | $4,299-34.6% |
| Participant deferral / active EE | $4,159 | $6,272-33.7% | $5,540-24.9% | $6,507-36.1% |
| Admin fee / account holder | $1,679 | $16,786-90.0% | $14,329-88.3% | $12,624-86.7% |