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 3-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 | $28,303 | $111,535-74.6% | $105,223-73.1% | $137,256-79.4% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 22.29% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,271 | $3,939-17.0% | $3,689-11.3% | $4,156-21.3% |
| Participant deferral / active EE | $6,380 | $5,500+16.0% | $5,072+25.8% | $6,407-0.4% |
| Admin fee / account holder | $343 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |